Empower your organization with a structured and collaborative approach to training needs.


With Task Plan Management, you can easily define how your training needs are collected and arbitrated, in a way that fits your unique internal processes. Whether you’re a centralized L&D team or a global network of contributors, our tool adapts to your needs.

Note: Task Plan creation and management is available exclusively to users with the Admin or Task Plan Creator roles.

Getting Started: Create Your Task Plan

Creating a Task Plan is the first step in streamlining how training needs are collected and reviewed. Here’s how it works:

1. Define Your Budget 

Start by deciding if your Task Plan includes a budget. If so, choose how it will be managed:

  • At the Organizational Unit (OU) level

  • At the Manager level

This decision impacts how costs are tracked and who has visibility and responsibility during the approval flow.

2. Set the Timeline

Each plan has its own date criteria, defined in the creation of the plan. There are three key periods:

  • Budget Setup Period – when budget information is established (if applicable)

  • Planning Period – when training needs are submitted and gathered

  • Execution Period – when approved trainings are delivered (e.g., in Cornerstone OnDemand)

3. Configure Automated Email Notifications

Our built-in email service helps you keep users informed:

  • Notify end-users of newly assigned trainings

  • Alert approvers about needs requiring validation

  • Customize templates to match your internal language and communication

You can enable or disable this feature according to your preferences.

4. Define Your Population and Workflow

This is where your plan really takes shape. Choose:

  • Who the target users are

  • Who can contribute training needs

  • Who must approve those requests

You can build powerful approval workflows with multiple layers, or keep it simple. Flexibility is at the core of our system.

Scenarios: Tailor Your Plan to Fit Any Workflow

Here are some real-life configurations to inspire your setup:

Scenario 1 – Manager and L&D-Driven Planning

Contributors: Managers and L&D
End-users: Cannot submit needs
Use Case: Top-down planning approach
In this setup, employees receive training assignments created by managers or L&D. End-users cannot submit their own requests.

Scenario 2 – Collaborative Needs Gathering

Contributors: End-users + Manager + L&D
Workflow: End-user requests → Manager approves → L&D validates
Use Case: Most common model
This balanced approach encourages employee input while maintaining oversight through a two-step approval process.

Scenario 3 – L&D Centralized Control

Contributors: L&D only
Managers: View-only access
Use Case: Centralized planning with transparency
L&D assigns training needs directly to users. Managers can monitor but not intervene in the plan creation.

Advanced Configuration Options

Custom Fields

Add custom data fields — whether user-specific information or course-level data. These fields enrich your filtering, segmentation and reporting capabilities.

Training History Alerts

Enable warnings when a training has already been completed by a user. You’ll have the choice to reassign or skip the training based on past completion.

Permission Management

Fine-tune what each profile (e.g., L&D, Managers, End-users) can see, do and edit — ensuring that access aligns with responsibilities.

🔒 Focused Access for End-Users

End-users have a streamlined interface that shows only what’s relevant to their personal development:

  • ✅ Catalog – to browse and request courses

  • ✅ Training Needs – to track their own requests and assignments

They do not have access to:

  • ❌ Budget settings

  • ❌ Courses assigned to other users

  • ❌ Reports tab

🎯 This focused access ensures that end-users stay engaged with their own learning journey, without being distracted by administrative or managerial views.

Reporting Made Simple

With just a few clicks, generate a report tailored to your Task Plan data. Select the fields you need, export them, and gain valuable insights into your training ecosystem.

Designed for Simplicity and Power

TRAINING PLANS turns the complex process of planning and approving training needs into a simple, collaborative and effective process.

Let us help you create a customized workflow that reflects your organization’s culture and goals.

Challenge us to build a unique experience — just for you.