We’re excited to present our 2026 Sage Advice series - a set of live admin masterclasses created exclusively for Tribal Habits administrators.
Each session is a focused, 30-minute deep dive into a key area of the platform, addressing common pain points, frequently asked questions, and powerful features that are often under-utilised or misunderstood.
2026 masterclass schedule
Designing effective learning pathways - Tuesday 24 March, 11:00 am - 11:30 am AEST - Completed
Automating learning with rules - Tuesday 19 May, 11:00 am - 11:45 am AEST - Completed
Driving engagement with goals - Tuesday 21 July, 12pm - 12.30pm AEST - Register here
Optimising topic and pathway settings for better learner and admin experiences - September
Using analytics to measure learning impact - November
Upcoming session - Using Goals (July 21st)
During the next Sage Advice admin masterclass, we'll explore how to use the Goals feature to set measurable learning targets for your learners.
We'll cover:
Example use cases
The key building blocks of goals (categories, targets, tracking types)
How to set up and assign goals correctly
How learners and team leaders engage with goal progress
How to monitor everything using the four dedicated Goals reports
Things to be mindful of when setting up and using the Goals feature
Accessing the Sage Advice recordings
Miss a session or want to revisit a topic? All Sage Advice masterclass recordings are available in our library. Simply search Sage Advice, import the topic into your portal, and enrol to explore content in your own time and at your own pace.
Past sessions
May - Smarter enrolments through automation
In this session, Lou and Kathleen explored how to use enrolment rules and automation tools to ensure the right people are always in the right training at the right time.
Key discussion covered:
The three enrolment rule types and when to use each
How to build rules correctly using custom fields and people filters
Tools that extend automation beyond initial enrolment - including pathways with scheduled topic release, Next Enrolment, Equivalency, and Next Certification
Common pitfalls to avoid and how to audit your automation setup
March - Designing effective learning pathways
In this session, Lou, one of our Learning and Development Consultants, walked through how to design, configure, and manage pathways to build effective learning programs.
Topics covered included:
When to use pathways vs. standalone topics
Best practices for pathway design
Key settings and how they interact
Common pitfalls to avoid