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Table and Table Presets Guide

  • Updated

The Table Presets section allows Instructors and Administrators to manage the amount of tables, table details and table presets for your class.

Accessing Table Presets

  1. Go to the Admin Portal.
  2. Click Classes from the menu on the Left.
  3. Select your class from the list of Active Classes or use the search field to find your class.
  4. Click the class name.
  5. Click Presets.

How to add or remove tables

  • Click the plus sign (+) icon on the right side of the screen to add tables.
  • Click the plus sign (-) icon on the right side of the screen to remove tables.

Note: Tables are added or removed in multiples of 5.

How to rename tables

  1. Select the row for the table you want to rename.
  2. Double click on the table name.
  3. Enter the new name.
  4. Hit 'Return'.

How to create a seating preset

  1. Click the Presets tab.
  2. Click Create New Preset +.
  3. Enter a name, description, and the number of learners per table.
  4. Click Create. 
  5. Drag and drop individual learners to the different tables to create the preset set arrangement.
  6. Switch to List View to see a list of the learners at each table. You can drop and drop the learners to different tables from the List View.
  7. Click "Assign Unassigned Learners" if you have any learners that have not yet been assigned.

How to upload a preset from a template

  1. Click the Presets tab.
  2. Click the 'Upload Preset' option.
  3. Click View a sample/CSV template here.
  4. Follow the instructions to create a copy of the template in Google Sheets (or download to Excel).
  5. Select File -> Download -> Comma Separated Values (.csv). The sheet will be exported as a CSV file into your Downloads folder.
  6. After you create the preset file, go back to the Table & Presets > Preset tab.
  7. Click Upload Preset.
  8. Enter a name and description for the preset.
  9. Click BROWSE to select the CSV file from your computer.
  10. Click Add.

How to create a table preset during a live class

If the learners are in a table arrangement that you'd like to use in a future session

  1. Go to the Tables view.
  2. Click Seating Arrangement.
  3. Select Save Session Preset.
  4. Enter the name of the preset, and then click Confirm.
  5. Go back to the Seating Arrangement drop-down menu, find Apply Preset, and then select the name of the preset you just created.


Note: You can preview table presets in list or table view on the 'Presets' tab by clicking on the preset to review and make any changes before using the preset in a class session. 

 Need more help? Contact Support.

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