Keep managers one step ahead with Manager checklists that turn important employee moments into clear, actionable tasks. Add checklists to journeys like onboarding to trigger them automatically, or create reusable templates for managers to use whenever needed.
Manager checklists for smoother employee journeys
With tasks, progress, and notifications collected in the platform, managers can see what needs to happen next without relying on memory, scattered emails, or paper lists. This creates clearer ownership and better visibility throughout the employee journey, coordinating operational preparation and follow-up alongside learning.
Administrators and HQ teams create checklists, add them to employee journeys, and make reusable templates available to managers.
Managers use the checklists in My team to coordinate equipment, access, coaching, follow-up, and other tasks for their teams.
Managers and employees across teams work more consistently, reduce coordination effort, and help employees get ready for their roles sooner.
Permission settings - Activating Manager Checklist
Manager Checklists has two separate permissions, depending on whether a user needs to create checklist templates or facilitate checklists for employees.
Platform Owners automatically receive access to the feature. For other permission types, the relevant Manager Checklist permissions may need to be enabled manually after the feature is released.
Permission | Who is it for? | What does it allow? |
Manager Checklist Admin | Administrators and content creators responsible for checklist templates | Create and manage Manager Checklist templates. |
My Team > Manage manager checklist | Managers responsible for employees | Facilitate and manage checklists for their employees through My Team. |
How to enable the permissions
Go to Platform Settings > Permissions.
Open the relevant permission type, such as Administrator or Manager.
Enable Manager Checklist Admin if users with this permission type need to create and manage checklist templates.
Enable My Team > Manage manager checklist if users with this permission type need to facilitate checklists for their employees.
Save your changes.
Users should have the permission that matches their responsibilities. They do not need both permissions unless they perform both roles.
Manager Checklists are a part of Empower: Stay on track. Miss fewer steps. Enable people faster.
Troubleshooting: “Not included” or missing Manager Checklist menu
If an administrator or manager sees “Not included” or cannot find the Manager Checklist menu, check the following before changing their organizational access:
Check the subscription: Confirm that the organization has the required Empower entitlement for Manager Checklists.
Check the active role: Identify which permission type the affected user is currently using.
Check the correct permission type: Go to Platform Settings > Permissions > [permission type] and verify that the appropriate permission is enabled:
Manager Checklist Admin for creating and managing templates.
My Team > Manage manager checklist for facilitating checklists for employees.
Save and refresh: Save any permission changes, then refresh the platform or sign out and back in to check whether the feature is now available.
Important: Do not broaden department access to fix a missing menu
Top-department membership is not required to access Manager Checklists.
Department scope determines which employees a manager can act on behalf of. It does not determine whether the Manager Checklist feature appears in the menu.
Do not move users to the top department, expand their department scope, remove existing roles, or grant broad Additional Access Roles simply to make Manager Checklists available.
Check the relevant permission on the user's existing permission type first.
If the feature is still unavailable after these checks, contact Learningbank Support with the affected user's permission type and a description of the issue.
Creating a manager checklist
Go to Menu Create - Workflows.
Create a manager checklist.
Add a helpful title, description, attachments and the tasks the manager should complete.
Add deadlines to individual tasks when needed.
Publish the manager checklist
Choose how the checklist should be used:
6A: Add it to a journey. A dotted line indicates whether the content in your journey is user content or Manager content
6B: Make it a template so managers can start it on demand. In edit mode, go to setting and toggle on "add as template for managers"
Manager point of view: starting a checklist as a manager
When a checklist is triggered from an employee's journey, the responsible manager receives a notification and can open it from My Team.
To start one on demand:
Open the manager checklist overview in My Team.
Start a new checklist.
Choose an available template or start a blank checklist.
Assign it to one or more team members, or create it as a personal checklist for yourself.
Good to know
Managers can save a useful set of custom tasks as a reusable template for checklists assigned to their employees.
Managers receive a notification when a new checklist is activated.
Updates to a template do not change the outcomes of a checklist that is already completed. Completed checklists stay completed if new tasks are later added to the original template.
Completed checklists are logged and tracked on the employee's profile.
Access depends on the manager's permissions and the employees they are authorised to manage.
Note: Managers cannot create or assign a Manager Checklist to themselves.