# Creating Trainings

## Create Trainings

Custom Trainings allow you to build learning content from the ground up that is tailored specifically to your organization’s needs. Whether it’s for compliance, onboarding, or a team-specific topic, Custom Trainings give you full control over the structure, materials, and delivery.

Custom Trainings are ideal when you need to:

* Share **organization-specific knowledge** (e.g., internal policies, tools, or processes).
* Deliver targeted content for a **specific department, project, or role**.
* Supplement Herd’s **Out-of-the-box Trainings** with material unique to your team.

### Starting a Custom Training

**Step 1:** On the **Trainings Page**, in the top right corner click **“+ New Training.”**

<figure><img src="/files/vKjecpBymuXz0wqTC0jB" alt=""><figcaption></figcaption></figure>

**Step 2**: Choose how you’d like to build your training. Use HerdAI (recommended), or start from a blank form to create it manually.

<figure><img src="/files/MigdN4chMu1QY1e5uTRK" alt=""><figcaption></figcaption></figure>

If you choose to create your training with HerdAI, you'll be taken to HerdAI where it'll ask you what details such as topic, number of steps, quiz questions, or tone or style.

<figure><img src="/files/mt2sFxULawAKdEaWRFYJ" alt=""><figcaption></figcaption></figure>

If you choose to create your training manually, enter a **title (required) and description (optional)** to help your team quickly understand the purpose of the training. **Add up to 10 tags** **(optional)** that are relevant to your training for a fast search experience.

<figure><img src="/files/FwT5SBBXBpXvo0pyA2Gb" alt=""><figcaption></figcaption></figure>

**Step 3:** Once you've entered the training information, click on **Create Training** in the bottom right corner to create your training overview.

## Building Your Content

**Step 1:** After you press **Create Training,** you'll be prompted to start creating step content

<figure><img src="/files/rbzh6BKJI2ZD0RBPDvUL" alt=""><figcaption></figcaption></figure>

**Step 2:** To add more steps, click on **Add New Step**. To edit the content within the step, click on the message you wish to edit.

**Step 3:** Click into any step within the training to customize the content your users will see.

<figure><img src="/files/BxT7j7uYpIPSbXmnN9UI" alt=""><figcaption></figcaption></figure>

Here’s what you can do in the step editor:

* **Message Body**\
  Type your content into the **Message Body** box.\
  A **Preview** panel on the right side of the **Message Body** will show how the message will appear in **Slack or Microsoft Teams**.
* **Formatting Tips**\
  Just below the message box, you’ll find formatting shortcuts:
  * **Bold**
  * *Italics*
  * ~~Strikethrough~~
  * [Links](https://example.com)
  * Code Block
* Click **“+ Add Button”** to insert response options or quiz prompts.
  * These buttons help guide users to the next step or capture answers.
  * **Limit: 30 characters** to ensure proper display in Slack.
* Use the **Correct Answer** field to select the correct response for quiz steps.

{% hint style="info" %}
If you do not align the **Correct Answer** with the corresponding button, users will be marked incorrect even if they selected the right choice. This is essential for **accurate scoring**—at least one correct answer must be marked.
{% endhint %}

* **Attach Images or Videos**
  * Upload **images** or **videos** directly into the step manually or with AI

**Step 4:** Press **Save Changes** to make updates to your chosen step.

Once complete, you can preview your Custom Training, make edits, and then choose to [**send it immediately**](/herd-security-docs/trainings/getting-started-with-trainings/sending-trainings.md) or [**queue it for later release**](/herd-security-docs/trainings/getting-started-with-trainings/queue-trainings.md).

***


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