Training Links connect a training resource — either a Learning Hub canvas or any external URL — to a workflow. Once set, a “View Training” button appears on the pipeline board so anyone working that workflow can pull up the right material in one click.
Anyone with workflow-edit permission can set a training link. No plan restriction.
Where to set it
There are two places to set or change a workflow’s training link:
Two link types
The Training Link dialog has a segmented control with two modes:
- External URL — paste any URL (a Notion doc, a Loom recording, an internal wiki page, a Claude project, anything). When team members click “View Training”, it opens in a new tab.
- Learning Hub Canvas — pick one of your team’s existing canvases (built at app.trustpager.com/training/learning-hub). When team members click “View Training”, it opens the Learning Hub with that canvas pre-selected.
The picker enforces mutual exclusion — you set one or the other, not both.
Viewing training from the pipeline board
Once a training link is set, a “View Training” button appears on the action bar at the top of the pipeline board (app.trustpager.com/crm/workflows/<pipeline_id>) alongside the pipeline selector. Click it to open the linked resource.
Training is also accessible from the workflow card footer on app.trustpager.com/training/workflows.
Removing or changing a training link
Open either edit surface (training hub cog or workflow settings). Clear the field or switch to a different resource. Changes save immediately.
What happens if a canvas is deleted
If someone deletes the canvas you linked to, the workflow gracefully falls back to showing “No training linked” — no broken pointer. To re-link, just open the Training Link dialog and pick a new canvas or paste a URL.
Tip: The best training links are short and purposeful — a single Loom walkthrough, a one-page Notion SOP, or a canvas with three cards. Long documents don’t get read. If your team keeps asking the same question about a workflow, the answer belongs in the training link.
