Learning Paths let you structure your Waybook content into custom onboarding and training journeys - helping your team learn in the right order, at the right time. New hires get a clear map instead of a library to wander through, every role gets a path built for them, and you can see exactly who has completed what.
This guide covers everything from building your first path to putting it on your team's dashboard.
Creating a Learning Path
To build a Learning Path for your team:
In edit mode, select Paths from the left-hand menu
Click + New Learning Path
Name your path and add a brief description
Add Documents and arrange them in the desired sequence
Ensure all Documents are published
Set access permissions by choosing member groups or individuals
Activate your Learning Path and share it with your team
đĄ Waybook Tip
Keep each Learning Path focused and digestible. One path per role or topic works far better than one giant path for everything.
Organizing Learning Paths with Sections
Section headers turn a long Learning Path into a clear, structured progression. Learners can see exactly where they are in their journey and what's coming next, which makes bigger training programs feel achievable rather than overwhelming.
Sections work well for:
Multi-week onboarding programs
Certification courses
Skills development tracks
Any Learning Path covering several related topics
To add sections:
Open your Learning Path in the Builder
Click Add Section where you want to create a new segment
Give your section a descriptive name (e.g. Week 1: Company Basics or Technical Setup)
Add Documents under each section as needed
Rearrange sections and content using drag-and-drop
Choosing What Your Team Must Complete
Completion requirement is set for the whole Learning Path, not Document by Document.
Switch on Requires Completion for the relevant Member Group or individual in your Organization view, and every Document in the path becomes required for those members, including any that are reference-only elsewhere in your Waybook. Leave it off, and the whole path is available as reference.
Learn more about how Completion Requirement works.
A couple of things worth knowing:
Reference Documents in a path only need to be completed if the completion requirement is enabled for the whole path. This gives you full control over what's mandatory and what's optional.
If a Document requires completion but isn't part of a Learning Path, it still appears on your team's dashboard. Paths add structure, but they don't hide required content that lives outside them.
Setting Deadlines on a Learning Path
Deadlines help your team stay on track and accountable. Here's how to set them:
Open your Learning Path in the Builder
Enable the Deadlines toggle
Set how long each Document should take to complete (e.g. 3 days, 2 weeks)
Use the arrows to apply deadlines in bulk above or below a Document
Changes save automatically and apply to all members with access. Deadlines are relative, so each member's dates are calculated from the day they were given access to the path. Learn more about how deadlines work in Waybook.
Enabling Forced Order
Want to guide your team step by step? Turn on Forced Order and team members will need to complete each Document in sequence, so nothing important gets skipped.
Open your Learning Path in the Builder
Toggle Forced Order on
Adding Tasks to Learning Paths
Take your Learning Paths beyond Documents. Tasks let you build real actions into the journey, like:
Booking meetings
Setting up tools or email signatures
Completing forms or submitting work
To add a task:
Click Add a Task instead of a Document
Give it a title, and include helpful links or instructions
Tasks appear in reports alongside Documents, giving you full visibility over every part of the process.
Putting Learning Paths on the Dashboard
Your team shouldn't have to go looking for their path. The Learning Paths widget shows each member their assigned paths as soon as they log in, styled the same way as the paths view in their sidebar - ideal when you're running onboarding or a training program through Waybook.
To add it:
Switch to Edit mode on your dashboard
Press + Add Widget and select Learning Paths
Drag it wherever you want it on the dashboard
Press Save Changes
Learn more about customizing your team's dashboard.
Need a hand creating or optimizing your Learning Paths? Get in touch with our customer success team or reach out to your account manager to map out the right paths for your team.