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Create or Remove a Folder

You can create folders within the Personal folder in MY PLAN and then organize your learning assets in those custom folders according to your needs and goals.

Note: Be aware that removing a custom folder also removes all of the learning assets in the folder. If you want to retain the assets in a custom folder that you want to remove, move the assets to another custom folder first. For more information, see Reorder Assets and Folders.

To create a custom folder

  1. Click MY PLAN on the navigation panel on the left.

    MY PLAN is displayed using the Folder view.

  2. Click Icon for creating a new folder at the top of the My Plan page.
  3. In the Add New Folder dialog box, do the following:
    1. For Name, enter a name that categorizes the learning assets to be stored in the folder.
    2. Select the folder in which to create the new folder. You can select the Personal folder or any of its custom, child folders.
    3. For Goal, enter a phrase that describes the purpose of the learning assets to be stored in the folder.
    4. For Due Date, specify a due date if it is required or desired.
    5. If you specified a due date for the folder, for Reminder, you can specify whether and how often a reminder should be emailed to you. You can set a recurring reminder or a one-time reminder. If you set a reminder, you must also enter the number of days before the folder's due date that the first (or one-time) reminder should be sent.
    6. Click OK.

    You can now add learning assets to the custom folder, or change its location within the Personal folder. For help, see Add a Learning Asset to MY PLAN and Reorder Events and Folders.

To delete a custom folder

  1. Click MY PLAN on the navigation panel on the left.
  2. Within the Personal folder, navigate to the custom folder that you want to remove.
  3. Move your mouse over the folder's title, click the Delete link that appears, and click OK.