Storyline 2: Customizing the Menu

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Articulate Storyline lets you control how the course menu looks. In this tutorial, we'll explore the menu formatting options. (In order for the menu to show in your course, it needs to be enabled in your player. Learn more about that here.)

To customize your menu, go to the Home tab on the ribbon and click Player.

When the Player Properties window appears, click Menu on the ribbon. As you make changes to the options on the left side of the window, keep an eye on the Preview area on the right side of the window. It'll change to reflect your choices.

Renaming Scenes and Slides in the Menu

The titles you see in the menu default to the scene/slide titles from your project. You can change the titles here in the Menu editor without affecting the actual scene/slide titles in your project. To rename a scene or slide in the menu, double-click it, type a new name, and press the Enter key on your keyboard.

Rearranging Menu Items

To change the order of items in the menu, just drag them to a new location in the list, or use the up and down arrows below the menu.

Tip: Rearranging menu items doesn't change the order in which slides are viewed; it only changes the sequence of items in the menu. To change the actual viewing order, you'll need to modify the navigation button triggers. To learn more about triggers, see this tutorial.

Changing the Indent Level of Menu Items

Organize your menu by adding levels. Here's how:

  1. Select a title in the Menu editor.
  2. Click the right arrow to increase the indent or the left arrow to decrease the indent.

When you publish, a small triangle will appear next to any title that has sublevels beneath it. Learners can click the triangles to collapse and expand levels. Want the levels to automatically collapse when learners are finished with a section? Here's how:

  1. Click the gear icon (the Additional Options button) below the menu.
  2. In the window that appears, mark the box to Auto-collapse menu as learner progresses.
  3. Click OK.

Tip: By default, all levels will be expanded when learners launch your course. If you want a level to start in a collapsed state, click the small triangle next to the title in the menu editor.

Adding New Items to the Menu

There might be times when you want to insert additional titles into your menu to help organize it. For example, you might want to add section titles. Just click New heading (the icon that looks like a blank piece of paper) and enter a title. Drag the new title where you want it in the menu, or use the up and down arrows below the menu to move it.

Inserting Titles from the Project File

Click Insert from project (the open folder icon) to insert scene/slide titles from your course into the menu. This is helpful when you need to restore titles you previously removed from the menu.

Removing Items from the Menu

Want to remove a title from the menu? No problem. Select the scene or slide, then click Delete heading below the menu. Scenes or slides you remove from the menu will still be part of your course; they just won't show in the menu.

If you delete a title that has sublevel items below it, Storyline will give you the option to keep or remove those items.

Resetting the Menu to Its Default State

If you make changes to your menu and then decide that you want to reset the menu back to its original state, click Reset from story below the menu.

Resetting the menu does the following:

  • Scene/slide titles revert back to the way they appear in your project.
  • Indent levels will be removed.
  • New titles that have been added will be removed.
  • Original scenes/slides that have been deleted will be restored.

Including Slide Titles from Question Banks

If your course includes question draws, they'll appear in the menu as a single title—for example, "Draw from Question Bank 1." You can edit, move, or delete the slide title just like any other menu item. If you'd prefer to show each question as an individual slide rather than a single title for the entire question draw, do the following:

  1. Click the gear icon next to the title that represents your question draw.
  2. Mark the box to Show Slide Draw Contents.

When you publish, each slide title from the question draw will appear as a separate item in the menu.

Wrapping Slide Titles and Showing Tooltips

If some of your slide titles are too long to display in the width of the menu, you can wrap the text or show a tooltip when learners hover over it. Here's how:

  1. Click the gear icon (the Additional Options button) below the menu.
  2. When the Menu Options window appears, mark the box next to Wrap long menu item titles to wrap titles.
  3. Mark the box next to Show tooltip on hover to have a tooltip appear when learners hover over long titles.
  4. Click OK when you're done.

Adding or Removing Automatic Slide Numbering

To automatically number the scenes and slides in your menu (according to the numbering that appears in Story View), do the following:

  1. Click the gear icon (the Additional Options button) at the lower right of the Menu pane.
  2. When the Additional Options window appears, mark the box to Number entries in the menu automatically.
  3. Click OK.

Restricting Navigation

The navigation method for Storyline courses defaults to Free—meaning learners can view slides in any order. If you're building a linear course and want learners to move through it in order, switch to Restricted or Locked navigation. This prevents learners from jumping to other slides. Here's how to change the navigation method:

  1. Click the gear icon (the Additional Options button) below the menu.
  2. When the Menu Options window appears, use the Navigation Restriction drop-down to choose one of the following:
    • Free: This lets learners navigate to any part of the course at any time. They can view slides in any order.
    • Restricted: This means learners can view the current slide and any slide they previously viewed, but they can't use the menu or the Next button to jump ahead or skip over slides.
    • Locked: This means learners can only view slides in the order you've designed. They can't use the menu or the Previous/Next buttons to jump ahead or skip over slides, nor can they go back to any previously viewed slides.
  3. Click OK when you're done.

Saving Player Changes

When you click OK to close the Player Properties window, Storyline saves your player customizations in your project file. However, if you'd like to use the same customizations in other projects, click Current Player on the ribbon and choose Save. Enter a name for the player if you're prompted and click OK.

To learn more about the Current Player options, see Saving Your Player or Switching to a Different One.

Showing or Hiding the Menu on a Slide-by-Slide Basis

By default, built-in player tabs—like the Menu—display for all slides in your course. If you want to hide them for certain slides, see Adjusting Slide Properties.

Changing the Name of the Menu Tab

Want to change the title of the Menu tab? Easy. The name comes from your player's text labels. If you need help editing text labels, see this tutorial.