# Setting up Learning Journeys: Tracks & Actions

{% embed url="<https://youtu.be/HjlIeGDirAY>" %}

## About Tracks

A Track is a structured sequence of Actions designed to guide participants through learning or action-taking processes. Tracks can serve as:

* Onboarding programs for new community members
* Skill-building courses
* Collaborative project workflows
* Certification pathways

**Actions**

Actions are individual steps within a Track that participants must complete to progress. Each Action can contain rich content and require different types of completion methods.

## Creating Tracks

Tracks can be create by Group Coordintors, or by anyone in the group who is assigned the responsibilities of Managing Tracks (See Roles & Responsibilities).&#x20;

There are 2 ways to create a Track:

1. Click the create button (the (+) icon in the lower left corner of Hylo)
2. From Track Management in Group Settings

<figure><img src="/files/8E30umxzH3YfDkXBsrqw" alt=""><figcaption><p>Track Creation UI</p></figcaption></figure>

### Enter Track Details

Track details are part of members experience when they are enrolled in the Track.

**Track Banner Image:** Customize your Track with a banner image. This could be a heading for the Track or an image that describes it.&#x20;

**Track Title:** Title your Track.&#x20;

**Track Description:** Share more about what members will learn by taking this Track.

**Welcome Message:** A welcome message pops up when folks enroll in the Track.&#x20;

**Completion Message:** When folks complete the Track, the Completion Message appears congratulating them on completing the track.&#x20;

#### Completion Badge or Role:

Completing a track can results in the member earning a Role/badge (See Roles & Badges). If a role is selected, upon completion, members should get a notification congratulating them on completing the track and informing them of the new badge.

**Term to Describe Track Units**: Select how you describe the units of your Track. The default is "Actions," though you can change this to section, module, lesson, etc.&#x20;

*At the bottom of the Track Creation UI, you will see that the Track is in an unpublished or draft state. . After you create actions, you can change the Track to the published state.*&#x20;

## Creating Actions

Once a Track is created and in its unpublished state, you can start creating Actions.&#x20;

<figure><img src="/files/hEZBfDd3S0krBXAOfyjD" alt=""><figcaption><p>Editing Actions in a Track</p></figcaption></figure>

Click + Add Action to create an action.&#x20;

<figure><img src="/files/IZcX5Y7oi6y0zZi9QqWY" alt=""><figcaption><p>Action Creation UI</p></figcaption></figure>

Create a **Title** and **Description** for the action.&#x20;

*Youtube and Vimeo links can be embedded in the description.*&#x20;

**Action Completion**: Steward can choose how a member completes the Action. The Completion Instructions will adapt to your selection, though this message can be customized.<br>

<figure><img src="/files/u3UUA1TO7IzouOUS2vt4" alt=""><figcaption><p>Select how folks can complete the Action<br></p></figcaption></figure>

* A “Done”/”Completed” button&#x20;
* Leaving a comment
* An emoji reaction
* Selection of multiple choice
* Responding to a prompt
* Uploading an attachment

Attachments are uploaded in a new separate area of the post details, and viewed in the list of Completion Responses.&#x20;

**Attach Images, Files and a Location to your Track (so it shows up on the Group Map)**

### Publishing a Track

Once all your actions are created, click Publish to make your Track available for enrollment.

<figure><img src="/files/HLIr64wAQzw3MdN2pUkg" alt=""><figcaption><p>See the Publish Icon </p></figcaption></figure>

## Editing, Removing, & Reordering Actions

Editing, removing, and reordering Actions need to occur when a Track is not published / in its "draft" state.\
\
To edit an action, simply click on the action and make the necessary changes.\
\
To remove an action, click on the three vertical dots on the right of the Action and then click Remove.

<figure><img src="/files/vnnoxZrB6kHW9XCEhAzD" alt=""><figcaption><p>Removing an Action</p></figcaption></figure>

To reorder an action, click on the drag handle and drag and drop the action to its desired location. The drag handle is the icon at the far right of the track.&#x20;

## Track Management

To access Track Management, click on your Group Settings and then on Manage Tracks.

<figure><img src="/files/Eos2MqmDxnmC1R3epSTd" alt=""><figcaption><p>Track Management UI</p></figcaption></figure>

From here you can **Add a Track, Edit Tracks, Publish Tracks and Duplicate Tracks.**

**You will also see the number of folks who have enrolled in the track and those who have completed the Track.**&#x20;

### Add a Track

Click the + Add a Track button to create a new Track

### Edit Tracks

Click on the pencil icon adjacent to the track to edit it.&#x20;

### Unpublish/Publish a Track

Toggle on the Unpublish/Publish button.&#x20;

### Duplicate Tracks

Click on the icon to Duplicate a Track (see video below). Once you duplicate a track, you need to change the title in order to save the duplicate track. \
\
All the Track Details and Actions will be replicated with a Duplicate Track.

{% embed url="<https://www.loom.com/share/d2594e4b15c649d4a1192ff917ada5d2?sid=26b24915-b37c-4310-a4c4-669acabe7efc>" %}

### Track Enrollment and Completion

To see those enrolled in a track, click on the Track, and then the People Tab. You will see those enrolled in the Track and when, as well as when they completed it.&#x20;

<figure><img src="/files/Tzn4wNm9tpTfxQgADGoU" alt=""><figcaption><p>Track Enrollment and Completion</p></figcaption></figure>

## Enrolling in Tracks

To enroll in a Track, one can click on the Tracks button in the Group Menu.&#x20;

{% embed url="<https://www.loom.com/share/21bce5e806bb45869333338910162948?sid=131dcb3a-abd2-421e-bf6a-3d99a42288ab>" %}
Enrolling in and Completing Tracks
{% endembed %}

Once you click on a Track you then Enroll, you can start completing the Actions of the Track.&#x20;

You will see a welcome message then you can access the Actions. You are not required to complete the actions in a sequential order. \ <br>


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