Tribal Habits

It can feel overwhelming when starting to convert a significant amount of existing (or planned) content - but it doesn't have to!

Tips for managing the creation or conversion of a lot of new training!

Through your Tribal Habits journey, you may have encountered 'Sage'. Who is she, you ask? This article sheds some light.

Who is Sage?

This article explains how you can access 'edit mode' for the training content in your portal including copied library modules and templates.

Editing an existing training module

Topics can be standard or short. This article explains the difference and how you can toggle between these two modes.

What's the difference between a standard and short topic?

Lou Monsour

Joey Halbert

David King

How to start a new training module (topic or article) as a new training creator.

Creation - Starting

Let's review how non admin creators can create new training from their learner homepage.

How do I create new topics?

Our team can quote to upload, convert or transform your existing training content, workbooks, SCORM files into the platform for you.

Can we request existing training content be converted into Tribal Habits?

Can't find a ready-made module in our library? Suggest a new topic and we might be able to create it for you!

How can I suggest a new topic for the ready-made library?

Templates provide you with a topic framework - you just need to follow the prompts to create your own online training.

Can I access template topics to make content faster?

If you have existing slides you need to convert into a Tribal Habits topic, here are some tips to accelerate that process.

What's the best way to prepare PowerPoint slides for transfer into Tribal Habits?

Starting a new training module

Creators can add 'overview' images to their topics to create a dashboard image, certificate image or topic overview image.

How can I add an overview image to my topics?

As you are editing a topic, you can obtain a live preview by clicking the 'Preview' button on the top right of the screen.

How can I preview my topic as I create it?

Tribal Habits has built-in modules you can activate within each topic to automatically improve the learning experience.

What are the navigation options for a topic?

A structure gives a label and context to your points in a topic.

What do the different topic 'structures' do?

You can change the structure of your topic at any time.

Can I change my structure after I start creating a topic?

Basic tips for creating new training

Find answers and get help from Intercom Support and Community Experts

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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