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Worksheets

Worksheets are beautifully simple online versions of the types of documents that most people include as part of their courses. A simple document with some text and some places for people to fill in their responses.

The online version is much easier to create and has the added benefit that we can save people's responses to them, so they can come back and read them later. You as an admin can see what people are actually doing with them, so you can support your customers better and improve the worksheets over time.

Create a Worksheet

  1. Select Content from your Simplero Dashboard
  2. Select the Worksheets tab
  3. Click the blue + Create new worksheet button in the upper right corner


  4. Complete the fields for your new worksheet such as Title, Description, etc. and click the Create worksheet button to save

    New_Worksheet_screen
  5. You will be directed to the creation page. Select the white add a section button


  6. You will be directed to the question creation page:


    • Type your question in the Title box
    • Type any follow-up details in the Body box
    • Select the question format
    • Click the Save changes button
  7. Repeat steps 5 - 6 until all questions or text has been added
  8. To rearrange your questions, select the icon with the Red Dots in the left corner of the question box and drag the box to where you want it


  9. When everything is added and in the right order you are ready to share your worksheet

Viewing your worksheet

  1. Select Content from your Simplero Dashboard
  2. Select the Worksheets tab
  3. Locate the worksheet you want to view
  4. Click the Eye icon to the far right side of the worksheet name



Sharing your worksheet

  1. Select Content from your Simplero Dashboard
  2. Select the Worksheets tab
  3. Locate and select the worksheet you want to view
  4. In the right sidebar, click the Sharable secret link button to view the worksheet in another screen and then copy the URL to share 
  5. OR click the blue Clipboard icon to copy the link and share



 Adding a trigger to a worksheet

  1. Select Content from your Simplero Dashboard
  2. Select the Worksheets tab
  3. Locate and select the worksheet you want to view
  4. Click the Settings tab underneath the title


  5. You will be directed to your worksheet overview page
  6. Scroll down to the Triggers section, click the + Add trigger button


  7. Complete fields for your New Trigger and click the Save changes button
  8. Click the Save changes button again

Deleting a Worksheet

Last updated 4 Aug 2020.