Reuse a program as a template

Reuse a program as a template

A program, space, or course can be reused in two ways. Duplicate the whole program when the next cohort should start from the same structure. Use the activity library when you want one lesson, worksheet, task list, or check-in in more than one program.

There is no separate button that saves the whole program as a template. Duplicating it is that step.

Duplicate the whole program

  1. Open Admin Area > Spaces.
  2. On the program row, open the ellipsis menu and select Duplicate. You can also hover the program name in the sidebar and select Duplicate.
  3. In Duplicate Space, set Icon & Name. The name starts as the original with ”- copy” added.
  4. Set Start Date & Time when the original program has a start date.
  5. Under Included Apps, choose which apps to copy. Space settings, folders, links, and sub-groups are always included.
  6. Coaching & Learning and Rituals start included when the original program has them. With either one included, click Next, review the new dates, then click Duplicate. With both turned off, click Duplicate on this step.

The new program has your content and settings, and no participants. You are the only member until you invite people.

See Duplicate a program as a template for what is copied and how dates move.

Reuse a single activity

Open Admin Area > Content Management > Activity Library. Create an activity there, or add one that already exists.

Inside a program, click + Activity in a module, open Existing Activity, and choose Add or Duplicate.

  • Add links the library activity. Edits in the library show up in every program that uses that link.
  • Duplicate makes an independent copy.

See Use the activity library.

Start from a program type

The program types in the creation wizard are ready-made starting points, such as a cohort course or a one-on-one program. They are not a copy of a program you already built. See Create your first program or space.

What to do next