Templates in Navigation Bar

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Kylie Williams

• 12 June 2025 07:29

Hopefully, we aren't the only ones, but we would love to see the templates taken out of the classes drop-down and put as a separate line in the navigation portal. 

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• Official comment

  

  Brendan Shand

  • 02 July 2025 00:47

  Hi all – thanks for bringing this up! We're looking at ways to make the navigation menu items clearer, including bringing the Templates menu item out of the Classes menu (previously it was under "Accredited Training").

  If there are any suggestions on how to best group Templates alongside other menu items, let us know in this thread! E.g. Ange's suggestion to group Templates with Certificate templates.

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  Tomos Clark

  • 12 June 2025 22:23

  Hi Kylie,

  I would agree with you on that.

  Obviously still getting adjusted to the new format, but I think templates, while fine when we had the horizontal menu and we had one tab that covered many things, under the new layout, classes does not feel appropriate for it.

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  Helen Arnold

  • 13 June 2025 05:36

  agree

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  Ange Harragon

  • 01 July 2025 08:23

  I agree Tom, the templates and the credential templates would be easier to locate in a separate menu

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  Kylie Williams

  • 02 July 2025 06:38

  I think have Template, Certificate Templates and Merge Documents together would be a good start

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  Tomos Clark

  • 08 July 2025 03:01

  Following on from Kylie's comment, I think an overall Templates category would be good. To pull from other menu areas:

  • Certificate Templates
  • Templates
  • Email Content
  • Form Builder
  • Workflow - could be argued that once setup, these are a type of template

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