Content Management

The Content Management section is where you build and organize all structured learning content. It follows the content hierarchy of categories, modules, lessons, and steps, and also includes survey and availability setting management.

Navigating the CMS

The CMS uses a breadcrumb bar at the top of every page so you always know where you are in the hierarchy. Each level links back to its parent, making it easy to move between categories, modules, lessons, and steps.

All list pages share a common layout with a search bar, an active/inactive status filter, and a data table with sortable columns and pagination.

Module categories

Categories are the top-level grouping for modules. On the Module Categories page you can:

• Create a new category with the New Category button.
• Search categories by name and filter by active/inactive status.
• Edit the sort order inline by changing the number in the Order column.
• Toggle the progress visibility setting, which controls whether the category shows progress on the home page.
• Select multiple categories and use the bulk action toolbar to activate or deactivate them at once.

Modules

Modules live inside categories. The Modules page displays each module with its category, lesson count, and status badges (active/inactive, premium).

From the modules list you can:

• Create a new module with the New Module button.
• Search by title and filter by status.
• Edit sort order inline.
• Bulk activate or deactivate selected modules.

When editing a module, the edit page is organized into tabs:

• Details — Title, subtitle, intro text, category assignment, premium and active toggles.
• Media — Upload or change the module cover picture.
• Lessons — View, reorder, and manage the lessons that belong to this module.
• Settings — Sort order configuration.

The sidebar shows quick info about the module and links to sibling modules in the same category. Unsaved changes are tracked and indicated in the footer.

Tip

Use the Publish Changes button after editing content to make your changes visible to all app users. Edits are not visible until published.

Lessons

Lessons sit inside modules. The Lessons page shows each lesson with its parent module, step count, and status.

When editing a lesson you can configure its title, subtitle, media, availability rules, and the steps within it.

Steps

Steps are the individual content items within a lesson. Each step has a type that determines its behavior:

• Exercise — Interactive exercise content.
• Survey — Embeds a survey for the user to complete.
• Informational — Read-only informational content.

The step edit page uses a tabbed layout similar to modules, with sections for details, type-specific content, navigation settings, and general settings. Steps support text content, media attachments, and linked surveys.

Surveys

Surveys can be created and managed independently, then linked to steps of type Survey. The Surveys page lists all surveys with their question count and status.

When editing a survey you can add questions and configure answer options and answer groups.

Note

Surveys are managed separately from the content hierarchy. You first create a survey, then link it to a step.

Availability settings

Availability rules control when lessons unlock for users. The Availability Settings page lets you create named settings, each containing one or more rules.

• Create a new setting with the New Setting button.
• View the number of rules in each setting.
• Delete a setting only when it is not in use by any lesson.

Once created, availability settings are assigned to individual lessons through the lesson edit page.

Caution

Deleting an availability setting is permanent. Settings that are currently assigned to a lesson cannot be deleted until unlinked.

Bulk actions

Most list pages support multi-selection. Select items using the checkboxes, then use the bulk action toolbar that appears at the bottom to activate or deactivate all selected items at once.