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. This ensures essential knowledge is delivered clearly and consistently, improving engagement and retention from day one.
How to create a Learning Path
To build a Learning Path for your team:
In edit mode, select Learning 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
💡 Keep Learning Paths focused and digestible - ideal for onboarding or training on specific topics.
Remember: if a Document requires completion but is not part of a Learning Path, it will still appear on a team member’s Waybook dashboard.
Setting a deadline 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 arrows to apply deadlines in bulk above or below a Document
Changes are saved automatically and applied to all members with access.
Enabling Forced Order
Want to guide your team step by step? Turn on Forced Order:
Open your Learning Path in the Builder
Toggle Forced Order on
Team members will be required to complete each Document in sequence, ensuring nothing important is skipped.
Adding Tasks to Learning Paths
Take your Learning Paths beyond Documents. Add actionable steps 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.
When adding Reference Documents, Readers only need to complete them if the ‘completion requirement’ is enabled for the entire path - giving you full control over what’s mandatory and what’s optional in your path.
Why do Learning Paths matter?
Streamline onboarding: Guide new hires through essential knowledge without manual effort
Ensure consistency: Standardize processes across roles and departments
Customize for every role: Create multiple Paths with relevant content and deadlines
Gain insights: Track completion and identify support needs through reports
Control completion: Choose which documents must be completed vs. optional references
If you need a hand creating or optimizing your Learning Paths, our Customer Success Team is just a message away.