Sana Learn has an extensive library of over 150 custom-crafted templates is designed to kickstart your projects with a spark of inspiration. Covering a wide range of everyday use cases - from team meeting best practices and leadership trainings to retro meeting frameworks - these templates enable instant collaboration.
Finding and using templates to get started
Click the Create New button located at the bottom left corner of the screen.
Explore the template library using the left-hand menu.
Find a template you like and click "Use" to begin customizing it.
How do I create my own templates?
You can create your own standardized templates to streamline your personal or as an admin, your organization's course creation process, ensuring content consistency and saving valuable time.
Step by step guide on creating your own templates:
In the editor of your course, select the 3 dots at the top right
Choose "Save as a template"
Assign a title, description, and image to your template
To share with your organization, toggle on "Make public to entire organization"
💡 Note! Only admins can make templates available to the entire organization
Access your custom templates under "Create new" > "My organization's templates"
Editing a Template
Go to Create in the global sidebar
Filter "Any type" on Templates
Look/Search for the name of the template
Your template will be marked as "Course template".
Edit this course or Live to update the template.
Working with Live Meeting Templates
Sana also supports live meeting templates, just like course templates. This feature helps you standardize the structure and content of your live sessions, ensuring consistency and reducing prep time. Whether you’re running team meetings, client presentations, or training sessions, you can customize live meeting templates to match your specific needs.
💡 Pro Tip! You can always convert a live session to a course or vice versa, making it easy to create templates for both formats. This flexibility allows for seamless adaptation of content across different learning and meeting environments. Do this through the 3 dots at the top right in the course editor.
How to delete a Template
Once you have created templates, you might find the need to delete one that is no longer relevant or needed. This helps in maintaining an up-to-date and efficient template library for personal use or within your organization.
Step by step guide on deleting a template:
Navigate to the "Create" section
Use the "Any type" filter to display only templates
You will see a list of all your templates. Locate the template you wish to delete
Click on the three dots on the right side
Select "Delete" from the dropdown menu
