When creating content, Workflows enabled you to that guide users and managers through tasks, responsibilities, and key milestones.
In workflows you can create Manager Checklists or Activity plans.
Manager Checklist
Manager checklists help managers turn important employee moments into clear, actionable tasks. Keeping track of the practical work that happens alongside an employee journey.
Manager Checklists can be triggered automatically as part of an Journey or started by a manager from a reusable template whenever needed - bringing tasks, progress, and follow-up into one place.
Trigger manager checklists as part of employee journeys
Managers: Start reusable checklist templates on demand
Managers: Update task statuses and add additional tasks when needed
Keep managers notified and clear on what they need to do
Admins: Done by Manager tracked on user. Track multiple checklists and their progress in Track
During onboarding, a manager might use a checklist to arrange equipment, confirm access, and schedule a first-week check-in. Tasks and deadlines give the manager a clear view of what is still to do, while keeping preparation visible in Learningbank.
To dive further into Manager checklist and how-to instructions on creating checklists, adding them to journeys, and using them as a manager, see the full manager checklists guide.
Admins
Activity plans
Activity Plans are Learner assigned plans used for tracking a bigger task and breaking it down into smaller tasks that you can cross off along the way. An example of an activity plan could be part of a new supermarket worker's onboarding journey.
You also have the option to add skills
Creating your first Plan
After creating your first plan, you are ready to start adding milestones of what needs to be completed by the user. For each milestone, you need to give it a name, and then you have the option to add how many days it should be completed within, a description and add files.
After adding the milestones, you can give your plan a cover image, and then you are ready to share it with users.
Good to knowđ Worflows are part of the Empower Module. Reach out to your leanringbank contact to hear more
If you need to track a user's development, it is suggested that you review development plans to find that best suit your needs.