Learning Paths

A path is a way to guide a user via cards, updates, knowledge checks to learn/retrain in the CRM.

• V1: Updates + Cards
• Take the user from A→Z through the path
• Track if they finished, how far they got, how long it took
• Interface to create a path should seamlessly let you create updates / cards (less priority)
• Updates created for a path are not visible except during the path
• "Action based trigger" instead of automatically visible
• Path can be targeted based on user / group
• Can be auto-assigned to new users (Onboard)
• Can be re-validated every X amount of time (Everboard)
• Remind people if they haven't finished
• Admin should quickly see who hasn't finished (dashboard)
• Individual user gets reminded via extension
• Put into packages
• V2: Knowledge checks added to paths
• Multiple choice
• Verification