This feature lets you mark activities or journeys as core or optional. Managers can report on the two separately. Learners can filter their view to focus on what is required.
Enable the feature in Control
Go to Control > Settings > Features > Content management & delivery.
Find Optional content and tick the checkbox to enable it.
Click Save if prompted.
🔥 Important:
Optional content is off by default. You must enable it before you can label items as optional.
Mark content as optional using automations
By default, all content is set as core.
To define optional content:
Navigate to Control > Behaviour > Automations
In the automation, under Action, when selecting to Unlock activity or Unlock journey/section, tick the Optional checkbox
To define something as core, simply leave the checkbox unticked
You can select multiple activities or journeys at once and apply the Optional checkbox. This setting will apply to all selected items in that action, which is useful for managing content types in bulk.
💡 Tip:
You can create multiple automation rules: some core and some optional to structure your learning pathways flexibly.
Filter and report on core vs. optional content
Once the feature is enabled, both managers and learners can filter content by type.
For managers:
Go to More > Reporting
Use the filter Core/Optional Content to view completion data by content type
For learners:
Go to More > My Progress
Filter learning progress by Core, Optional, or All
Style optional content visually
Optional activities look the same as core unless one of these styling options is enabled by a developer. Submit a service request if you need visual differentiation.
Optional tag: Adds a visual label using the platform’s secondary colour.
Dotted checkmark: Shows on a tile regardless of progress, indicating the activity is not required.
✏️ Note:
Only one styling option can be active at a time.
Tips
Keep mandatory compliance items core. Place enrichment items in optional to encourage exploration without blocking progress.
Name automation rules clearly, for example [Core] Unlock onboarding and [Optional] Unlock extra reading.
Review reports monthly to see how optional content is performing.