All Collections
Managing Events: Admin Workflows
How to Use Collections to Organize Learning Opportunities
How to Use Collections to Organize Learning Opportunities

Learn how to create and add events to a "collection" in order to manage and browse related learning opportunities in one place.

Victoria Kinzig avatar
Written by Victoria Kinzig
Updated over a week ago

Collections help you organize and manage related learning opportunities. Collections may be helpful if you are hosting a PD event that offers of multiple sessions within a given timeframe or organizing related offerings for a particular staff sub-group or content area.

This article explains how to use General type collections. Series are a different, more specific type of collection that help manage sets of professional learning opportunities in which staff are expected to attend all sessions. Read more about Series here.

Note: Functionality explained in this article is restricted to users with the Manage Collections permission. If you believe you don't but should have this permission, please contact your KickUp system administrator or Client Success Manager.

Quick Links

How to create and publish a collection

1: Click the "Learning" option from the sidebar to open the Learning Homepage, then click the blue "Actions" button, and select "Create Collection."

2: In the Details section, enter a name and a description for your collection.

b. Under Display as in the Details section, decide how you would like for learning opportunities added to this collection display:

  • If you select Single collection, then users will only see a single card for the whole collection in the Browse events view

  • If you select Individual learning opportunities, then then users will only see separate cards for every learning opportunity in the collection in the Browse events view

3: Decide whether to enable any of the available Registration settings:

  • Limit number of events you can register for will enable you to set a limit on the number of learning opportunities in this collection for which users will be allowed to register

  • Prevent users from registering for events with overlapping times will make it so that users can't register for events in this collection that have overlap in the times they are occurring

  • Allow users to register for all possible learning opportunities in a collection with one click will show users a button that lets them do just that. The specific learning opportunities a user gets registered for when using this button will depend on several factors in their circumstance - including seat limits, time overlaps, and credit limits4. Click Save and Publish Collection.

How to add events to a collection

1. Once you've published your collection, you can add learning opportunities to it by clicking the + Add to collection button.

This will open up the event creation form with the collection you came from pre-populated.

2. Any time you or other users are creating or editing a learning opportunity in KickUp, any published collections will be available for users to search for. Selecting a collection here will add the learning opportunity being created or edited to this collection.

From a collection's details page, you can take administrative actions such as editing the collection and exporting a CSV of attendance records associated with the collection.

How to edit a collection

1. Click the Edit button to open the collection details edit view.

2. Make the desired changes.

Click Save and publish collection.

How to export a CSV of a collection's attendance records

1. Click the three-dot action menu.

2. Click Export attendance CSV.

3. In the modal, click Start export.

4. Once the file has been processed, click Download File.

How to view all collections

Use the Collections table to see all the published collections in your organization. This will include both General and Series collections.

How to delete a collection

1. Click the three-dot action menu.

2. Click Delete collection.

3. Click Yes, Delete in the confirmation modal.

Note: Doing this will not delete the learning opportunities that are in with the collection. Those learning opportunities will remain in the system, dissociated from any collection.

Did this answer your question?