Summary
This comprehensive setup guide walks you through every step of creating, configuring, and launching your first Learning Path in 7taps. From choosing delivery channels to managing learners and optimizing intervals, you'll master the technical implementation that turns strategic learning goals into automated delivery systems.
What you'll accomplish:
Complete Learning Path setup from start to launch
Strategic course sequencing and optimal interval timing
Learner management and delivery channel configuration
Quality assurance testing and launch day monitoring
Ongoing management of active Learning Paths
Table of Contents
Before You Begin
Prerequisites:
You've read When to Use Learning Paths vs. Single Courses and determined that a Learning Path is right for your goals
You have at least one course created (review our Complete Course Creation Guide if needed)
You're on a 7taps paid plan
Learning Path Foundation
Two Ways to Start Your Learning Path
Method 1: Create from Dashboard
From your 7taps dashboard, click "Learning Paths" in the left sidebar
Click "Create Learning Path"
Give your Learning Path a descriptive name
Method 2: Create from Course Folder
Navigate to a folder containing related courses
Ensure courses are in the order you want them delivered
Click "Schedule Learning Path" from the folder view — this automatically creates a path with all courses from that folder
Step 1: Choose Your Delivery Channel
📧 Email — Best for cross-organizational initiatives, external learners, mixed audiences
💬 Slack — Best for tech-forward teams, daily active Slack users
🔷 Microsoft Teams — Best for enterprise environments, Microsoft-centric organizations
📱 SMS / WhatsApp — Best for frontline workers, mobile-first audiences (Enterprise only)
Step 2: Select Delivery Mode
🗓️ Scheduled Delivery (Recommended for most scenarios) — Courses deliver based on your defined schedule, regardless of completion status. Activity log tracking available.
⏭️ Upon Completion Delivery — Each course sends only after the learner completes the previous one. Activity log not available. Learners who don't complete will stall the entire path.
Note: Intervals can be set to 0 days (None), so the next course sends within 15 minutes of completion. One exception: if the path is set to weekdays only, completions on Saturday or Sunday are held until Monday. The next course then goes out at whichever comes first, the time of day the person finished or the path's original launch time. A Saturday 3 PM completion on a path launched at 9 AM sends Monday at 9 AM. A Saturday 7 AM completion on the same path sends Monday at 7 AM. 7taps doesn't track public holidays, so only Saturday and Sunday are held. If any delay is configured, the next course queues at the original launch time X days after completion.
Building Your Course Sequence
Step 3: Add Courses (Method 1 Only)
Use the search bar to find courses in your workspace
Drag and drop to arrange in optimal learning sequence
Set intervals between each course delivery
💡 When you launch a Learning Path containing draft courses, those courses automatically become shared.
Step 4: Strategic Course Sequencing
Foundation → Application → Mastery Pattern:
Core concept introduction
Real-world application practice
Advanced techniques or problem-solving
Reflection and next steps
Step 5: Set Optimal Intervals
Spacing between courses is what turns a sequence into a learning program. Research on the forgetting curve shows people lose most new information within days without reinforcement. For most use cases, a gap of at least 1 day is recommended.
Interval Guidelines:
1-2 days: Critical safety, urgent skill development, high-stakes compliance
3-5 days: General skill building, process improvements, product knowledge
7+ days: Leadership development, cultural transformation, complex behavior change
0 days works well for short self-contained journeys and onboarding paths. Not recommended for reinforcement campaigns or compliance training where spacing is part of the design.
Step 6: Customize Sharing Messages (Enterprise)
For each course in your Learning Path, create custom sharing messages with context and motivation. Effective messages explain why this course is timely, what's in it, and what learners will be able to do after.
Learner Management
Step 7: Add Learners
Individual: Click "Add Learners" and enter email addresses manually.
Bulk: Upload a CSV with email addresses and optional fields (name, department, role).
Integration (Enterprise): HRIS integration for automatic enrollment, Slack workspace integration, Microsoft Teams directory sync.
Step 8: Launch Settings
Start Now: Courses send within 15 minutes.
Schedule Launch: Pick a future date, time, and timezone. Open the timezone selector to search or pick from the list, each shown with its GMT offset. If you don't pick any, the schedule uses your default browser timezone.
The whole schedule runs off the chosen time zone. Everyone receives each course at the same moment, calculated in the Learning Path's timezone, wherever your learners are. The Activity Log also shows times in the learning path's timezone.
The timezone applies to the entire Learning Path, not to individual courses and not to individual people. To deliver at local times across regions, create a separate Learning Path per region.
Save as Draft: Configure everything without launching. Add learners when ready.
Quality Assurance and Testing
Pre-Launch Checklist
[ ] All courses are finalized and tested
[ ] Course sequence makes logical sense
[ ] Intervals align with learning goals
[ ] Delivery channel is properly configured
[ ] Learner list is accurate and complete
[ ] Choose delivery time and timezone that work across your learners' regions (both lock at launch)
Test Your Learning Path
Create a test path with yourself as the only learner
Use the same settings as your final path
Compress intervals for quick testing
Check all touchpoints: delivery, links, content flow, completion tracking
Launch and Initial Monitoring
Launch Day Actions
Confirm launch in 7taps dashboard
Monitor first delivery within 15 minutes (for immediate launch)
Check delivery confirmations in Activity Log
Week 1 Monitoring
Delivery success rate: Are courses reaching learners?
Initial engagement: Are learners opening the first course?
Completion patterns: Who's engaging, who might need support?
Managing Active Learning Paths
Finding and navigating your Learning Paths
The Learning Paths page offers two views: a grid and a table. Switch between them using the icon in the top right corner. The table shows name, status, delivery channel, owner, and date in one layout — with quick actions (pause, resume, analytics) available on hover.
Use Filter to narrow by status (Running, Ready to run, On hold, Draft, Scheduled), delivery channel, or who created the path. Filters work together — combine them to pull up exactly what you need in two clicks.
Use the search icon to find any path by name — matching text highlights in results, and search works alongside filters simultaneously.
Your view, filter, and search settings save for 24 hours, so your setup is there when you come back to the page.
What You Can Modify While Running
✅ Course Sequence: Add, remove, or reorder courses; modify future intervals; update sharing messages for upcoming courses.
✅ Learner Management: Add new learners (they start from the beginning); remove learners (they keep access to delivered courses); revoke access to a specific course from the Learners tab.
✅ Schedule: Change future launch date; switch to immediate launch from scheduled.
What You Cannot Modify While Running
❌ Core Settings: Delivery channel, delivery mode (scheduled vs. upon completion), weekdays vs. all days, delivery time, timezone.
Pausing and Resuming
Paused paths stop delivering future courses. Already delivered courses remain accessible. Resuming picks up where it left off at the original delivery time.
Next Steps
Launch your Learning Path
Monitor initial delivery and learner engagement
Document baseline metrics for future optimization
To read the numbers once your path is live, see Learning Path Analytics.
Continue to Learning Path Strategy: Spacing and Sequencing for advanced techniques.