Navigating Training Page
Learn how to access the Training tab, explore the library of available trainings, create new trainings, and quickly search or filter for specific trainings or topics.
Overview of Trainings Page
The Trainings Page is your central hub for managing security awareness content assigned to your organization. You can browse your own modules, draw from the Herd Catalog, and track assignment and update status across all trainings.
Accessing the Trainings Section
When you log into Herd, you’ll land on the dashboard.
Click “Trainings” in the left-hand sidebar to open the Training Library, where you can view all available trainings.
Exploring the Training Page
Organization Trainings
This is the default tab when you open the Trainings page. The tab label will show your company's name — for example, if your organization is called Acme, you'll see Acme Trainings.
It shows every training module that has been created or imported by administrators in your organization. From here you can review, edit, assign, and track all trainings your team owns.
Herd Catalog
The Herd Catalog tab gives you access to a library of ready-made training modules built and maintained by Herd Security. These cover the most common security awareness topics and are available to all organizations on the platform.
Catalog modules can be added directly to your [Your Organization] Trainings tab and assigned to users without any additional setup.
Browse prebuilt modules covering topics like phishing, passwords, AI usage, and data loss prevention
Add any catalog module to your library with the Clone button — it copies the training into your organization and opens the clone so you can customize it. Clicking a catalog row instead opens a read-only preview of the module.
Content is kept up to date by Herd Security — no maintenance required on your end
Use the search bar and tag filters to browse by topic
Drafts
The Drafts tab appears when you have unfinished AI-generated trainings. Drafts come from HerdAI chat, from Threat Feed events, and from HerdAI's library planner, which saves one draft per proposed training. They wait here for your review before anything is published or assigned.
Top bar
Above the tab row you'll find these controls:
Reviews — appears only when your organization has reviews turned on. It opens the review queue and carries a badge with the number of trainings awaiting sign-off. See Training Reviews & Approvals for the full workflow.
Recommendations — appears once your organization turns on the weekly Agentic engagement review (in the training settings drawer). Each week, Herd AI reviews at-risk and disengaged employees and proposes trainings for them; proposals wait here until someone clicks Accept & assign or Dismiss (dismissing also keeps the weekly review from re-proposing it for a while). In Auto-assign mode the weekly review assigns its proposals automatically, starting in shadow mode, which only logs what would be assigned until you turn it off.
Media Library — opens the Media Library, your organization's saved AI-generated images and videos.
Reports — opens Training Reports, where you can review completion across users and trainings and export the data. (The same report also lives in the Reports hub.)
New Training — starts a new training. See Creating Trainings.
Training settings (gear) — opens the Training settings drawer (shown when you have access to it), organized into panels: Messaging & delivery (email delivery for trainings), Creation & feedback (feedback sampling, story-based training tone), Approval (review requirements), Herd AI automation (nightly training generation), Agentic engagement (the weekly review described above), Requests (training request delivery), Reports & digests, and Completion awards.
Next to the search box, Filters expands the filter controls and Export CSV downloads the library as a spreadsheet. The export honors whatever filters and sort you have applied, so you can export, for example, only your inactive trainings. Columns include title, status, an Inactive Reason (closed, or simply no in-flight assignments), assignment and completion counts, review status, tags, frameworks, and who created and last updated each training.
AI training recommendations
AI training recommendations now live on the Dashboard as the AI Recommendations widget (they were previously a panel at the top of the trainings list). Each suggestion shows the training, a priority badge, a relevance score, the AI's reasoning, and the matching tags — Accept one to review the training's content, or Dismiss it.
Searching and Filtering Trainings
To quickly find the training you need:
Search Bar: Search by training name, creator, or editor.
Filter by Tags: Narrow results by tags like Phishing, Compliance, or MFA.
Status: Filter by Active or Inactive trainings.
Archive state: Switch between Active (the default), Archived, and All. Archived trainings carry an Archived badge.
Starred: Toggle to show only starred trainings for quicker access.
Created by / Edited by: Filter trainings by their creator or last editor.
With these tools, you can easily organize and locate trainings without scrolling through the full library.
The Training Page
Clicking a training opens its own page. Everything about the training sits in one header:
Title and status pill — the pill reads Active once at least one person is assigned, and otherwise Closed, Archived, Pending approval, or Herd catalog.
Description, then a meta line with the step count, an estimated length (for example About 1 min 35 sec, flagged in plain words when it runs longer than recommended), who created and last updated it, and the training's tags and compliance frameworks.
Actions on the top right: Preview (renders the steps in a Slack- or Teams-style window with sample values filled in), Duplicate (or Add to library for a catalog training), and a More actions menu with Create similar training, Export SCORM, Close training, Archive training, and Delete training. On the Assignment tab a Nudge all · N button appears whenever people still have the training outstanding.
Tabs: Steps, Assignment, Escalations, and Results. As you scroll, a condensed bar with the title, status, and tabs stays pinned to the top of the page.
The estimate counts reading time, quiz decisions, and images; video and audio runtime is not included, so treat it as a floor for media-heavy trainings.
Closing a Training
Close Training retires a sent training for end users while keeping everything else exactly as it is. On the training's page, open the More actions menu and choose Close training.
When a training is closed:
Anyone who hasn't completed it no longer sees it in their pending trainings — it disappears from their Slack App Home and Teams tab, reminders stop, and in-progress steps stop advancing.
Reporting is untouched. The training stays in your library and reports with completion rates frozen as-is; completed conversations are unaffected.
No new assignments can be made while it's closed (the Assignment and Escalations tabs are locked), and it can't be added to a track.
It carries a Closed pill and buckets as Inactive in the status filter.
Closing is fully reversible: click Reopen in the header (or Reopen training in the More actions menu) and incomplete assignments become pending again, reminders resume, and members' current step is re-delivered so they can pick up where they left off.
Archiving Trainings
When a training has run its course, you can retire it without deleting anything. On the training's page, open the More actions menu and choose Archive training.
An archived training:
Is hidden from the active library list (find it with the Archived filter, marked with an Archived pill).
Can't receive new assignments and is excluded from reports and track delivery.
Becomes read-only — the Assignment and Escalations tabs are locked until you unarchive.
Keeps all historical completion data, and can be restored at any time with the Unarchive button in the header (or Unarchive training in the same menu).
Now that you know the layout of the Trainings Page, it’s time to create a Training. Click into the next page to learn how.
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