Using the Updated Course Editor for Memberships

What is the Updated Course Editor?

The updated course editor provides a streamlined workspace for building and managing courses within your CRM's Memberships feature. It offers a spacious editing environment designed to keep your entire course structure visible while you work on individual components.

Key Benefits

  • Focused Workspace: The editor minimizes distractions by occupying most of your screen and hiding unrelated interface elements.
  • Efficient Navigation: Instantly access any lesson or quiz directly from the course structure panel.
  • Contextual Awareness: Breadcrumbs at the top show your current location within the course hierarchy.
  • Flexible Organization: Rearrange content easily using drag-and-drop functionality and collapse or expand sections as needed.

How to Use the Course Editor

Step 1: Open the Editor

Navigate to Memberships and select Courses. Choose the course you wish to edit, and the editor will open in a large workspace.

Step 2: Understand the Layout

When the editor opens, you'll see two main areas:

  • Left Panel (Course Map): Displays your complete course structure like a table of contents
  • Main Editor Area: Shows the currently selected item for editing

Step 3: Reorder Course Content

In the course map panel, click and drag any item to a new position within your course structure. Release to drop the item in its new location.

Step 4: Collapse and Expand Sections

Click on modules or sub-sections to collapse them when you want to focus on specific areas. Expand them again to view the complete structure.

Step 5: Use Status Indicators and Quick Actions

The course map displays status indicators (such as published, draft, or locked) for each content item and provides quick action buttons for editing, deleting, or changing visibility.

Frequently Asked Questions

Does this replace the previous editing experience?

Yes, this updated editor consolidates the editing process into a single workspace, reducing the need to navigate between multiple pages.

Can I navigate freely while creating a course?

The updated creation flow includes a progress indicator with clickable steps, allowing you to move backward, skip steps, or jump to completed sections.

Is drag-and-drop reordering available?

Yes, you can reorder both modules and lessons using drag-and-drop functionality in the course map.

What does "locked" status mean?

The "locked" status indicates content that has restricted access or editing capabilities within the course structure.

Are there performance improvements?

The updated editor features enhanced loading speeds, better caching, and improved state handling for faster page interactions.