Check task structure in Compliance
Start from: The Compliance overview.
Task structure
The Structure page provides a complete overview of the customer’s setup, showing how modules, processes, procedures, and tasks are interconnected. While this page does not allow edits, it enables central users to review and verify the setup for accuracy and consistency.
Task Structure Screen
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Navigate to Tasks > Structure.
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The page displays a hierarchically ordered tree that shows information from general to specifics:
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Modules
: contain processes, procedures, and tasks.
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Processes
: contain procedures and tasks.
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Procedures
: contain Tasks
.
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On this screen, you will also be able to perform some actions, such as:
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See the exact number of Processes, Procedures, and Tasks.
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Use the Search bar to find specific tasks per name.
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Decide if you want to Show only active or everything.
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Sort the list per name or sequence.
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Export the filtered list you are seeing on the screen in .xls format.
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See particular tasks
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Find the specific module on the tree and select it to see all connected processes or procedures, for example, “Operations”.
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Below, you will see the attached Processes or Procedures. Select one, for example, the “Cleaning” procedure.
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You will now see all Tasks (right) and Processes (left) attached to that Procedure.
Create and manage local tasks on the web
Start from: The Compliance overview.
- Navigate to My Location > Tasks.
Notes: If you manage multiple locations in the same account, you will need to select a specific location from the locations dropdown first.
Create a task
- Select the specific Area where you want to create the task. For example, “Food Safety Opening Checks”.
- Select the three dots menu at the far right of the area field and then select + Create local task.

Settings
This section allows you to configure the basic information about your task, such as the name and translations.
- Fill in the task’s name in the Task Label field.
- Select if this task has an Attachment or photo required.
- Define if a deviation should be created if the task is not answered on time.
Translations
At the top of the settings section, you will find a list of multiple languages. Select the language or languages you want to make available for this task.
Once selected, additional text fields will appear in every section for each language so you can assign the equivalent terms.
Answer options
This section allows you to add and configure the answers related to the task.
- Select the type of answer. A drop-down menu unfolds with the options:
- Date: indicated as YYYY-MM-DD
- Text: written text answer (e.g. a product’s name)
- Checkbox/button: predetermined answer type to select an option (e.g. yes, no, not applicable)
- Number: records numbers only (e.g. weight)
- Interval (number): Maximum and minimum value, recorded as deviation if outside the value (e.g. temperatures)
- Dropdown: Deploys a dropdown list of options.
- Toggle Create Deviation to activate and configure a deviation for this task.
To know more about deviations, see Understand deviation settings in forms.
- Select Add answer option if you want to add more.
Scheduling
This section allows you to add specific schedules and frequencies for your task.
- Select the Frequency box. A menu of different schedule types unfolds:
- Every selected day
- Every week
- Every odd week
- Every even week
- Every month
- Quarterly
- Every half year
- Every year
- Once
- Once with due date
- Tick the days of the week on which the task should take place. Enter dates for less frequent tasks.
Less frequent data (monthly, quarterly, semi-annual, annual) are date-based, i.e. they do not depend on days of the week, weekends and public holidays. Example. You have a monthly task to be answered by the 28th of each month and you have closed on December 28.
The task will tick as usual in the daily plan even though you have closed with the risk that it will not be answered. Therefore, it is important that you make the task visible and available in advance. Then you can do and answer the task before its due date. See the picture below how to do this.
Description
This section allows you to add text, lists, tables and images to your task.
The box lets you add several elements, such as:
- Rich text
- Quotes
- Links
- Tables
- Images
- Embedded codes
Attachments
The attachment section allows you to upload one or multiple files to your task. These files can be viewed or downloaded.
- Select Add File to upload a new file to the task.
Notes: If the task has multiple attached files, you can use the search bar to find one.
Save the task
Once you finish configuring your task, find the yellow bar at the top of the page and select the Create Task button.
The task will be automatically placed at the bottom of the checklist.
Edit Task
- Back on the tasks page (My Location > Tasks), select the specific Area where the task you want to edit is. For example, “Food Safety Opening Checks”. The task list will be shown.
- Select the Edit button at the far right of the task field.
Once the task is opened, you will be able to edit the information in all available sections. Follow the same steps you would for creating a task, as specified above.
Change Log
The change log section allows you to visualize the changes made to the task.
Here, you will be able to see a summary of the specific changes made to the task, who made them, and when.
Delete tasks
- Back on the tasks page (My Location > Tasks), select the specific Area where the task you want to delete is. For example, “Food Safety Opening Checks”. The task list will be shown.
- Select the three dots menu at the far right of the task field and then select Delete.
Common Tasks in Flow Learning
Understanding Flow Learning’s Key Functionalities
Flow Learning is a comprehensive platform designed to help you create, assign, and manage various types of training content. Its functionalities allow for seamless content creation, assignment, and progress tracking, which are essential to maintaining a well-rounded learning and development programme.
Understanding the platform's core tasks ensures that you can efficiently manage learning across your team.
Creating and Managing Content
Creating learning content is a core responsibility in Flow Learning, and the platform provides multiple tools to support this:
- Creating Modules, Workbooks, Appraisals, and Other Training Materials: You can create dynamic, customisable training materials such as workbooks, appraisals, and competences.
- Editing and Updating Content: Flow Learning allows you to make adjustments to existing content as needed. Whether it’s updating an appraisal or refining a workbook, the process is straightforward, ensuring content stays relevant.
- Importing External Training: External training data can be imported in bulk, allowing you to efficiently integrate learning that takes place outside the Flow Learning platform.
- Organising Content into Collections or Learning Paths: Organise multiple learning resources into cohesive collections or paths to ensure learners are guided through their learning journey in a structured way. This helps streamline the delivery of training materials and enhances learner experience.
To learn more about how to create and manage content, refer to the articles in Flow Learning > Learning / Formation / Formación OR Flow Learning > Development / Développement / Desarrollo.
Assigning Training to Learners
Assigning content is an integral part of ensuring your team receives the necessary training:
- Assigning Workbooks, Appraisals, and Notices: You can assign content to learners individually or to groups based on roles, branches, or jurisdictions. The platform offers flexible options for distributing content across your team.
- Manual vs Automated Assignment Rules: Flow Learning allows for both manual and automated assignment. Manual assignment is ideal for ad hoc or one-off training needs, while automated rules trigger the assignment of appropriate training content depending on the completion of other tasks.
For a detailed guide on assigning content, refer to Assign Learning. Also, to understand the difference between creating and assigning tasks, see Create vs. assign tasks in Flow Learning.
Tracking Learner Progress
Monitoring progress is essential to ensuring learners are on track to meet their training objectives.
- Monitoring Individual Progress: Flow Learning provides intuitive tools for tracking each learner’s progress, including completion statuses and due dates. That way, managers can see where learners may need additional support or intervention. To track learners individually, see View assigned content by learner.
- Accessing Learner Training History and Performance Reports: The system generates detailed reports, allowing you to review learners’ training progress, compliance, and the status of communication items. These reports are invaluable for appraisals and planning future development. For more information about reporting, see Generating reports for the first time.
Gamification Features
Gamification plays a pivotal role in increasing learner engagement through friendly competition and rewards. Research shows that gamification can enhance learner motivation and retention by making learning more interactive and enjoyable. Flow Learning incorporates these principles into its design.
Features like Leaderboards and Challenges allow learners to see how they stack up against their peers and motivate them to achieve their learning goals. These features are integrated across different learning modules to add a competitive edge to the learning experience.
For more information about Leaderboards, refer to Manage Challenge Leaderboards.
Managing Compliance and Refresher Training
Compliance is critical in many industries, and Flow Learning ensures that you can meet regulatory and internal training requirements.
- Scheduling Refresher Training: Managers can schedule periodic refresher content, especially for compliance-based training, ensuring that learners stay updated on crucial regulations and certifications. To know more about refreshers, read Add and edit refresher rules.
- Tracking Compliance Across Jurisdictions: Flow Learning’s tools allow you to track completion of required courses across different locations or departments, making it easier to manage compliance across multiple jurisdictions. To know more about how to track Compliance, see View the Flow Learning compliance report.
Communications and Announcements
Flow Learning enables managers to stay connected with learners by delivering timely updates and messages.
- Using the Noticeboard: The Noticeboard feature is ideal for sharing important updates, such as new learning opportunities, organisational changes, or policy updates, with the entire team.
- Sending Emails: Managers can send insights and custom emails directly through Flow Learning, prompting learners to complete their assigned tasks and providing them a general overview of their content.
- Distributing News Items: You can create News Items to keep learners informed about upcoming training, changes in procedures, or general company announcements. These are highly visible to learners and can be set to expire after a certain period.
To know more about the communication tools in Flow Learning, see Flow Learning > Communications and documents / Comunicaciones y documentos.
Understanding the most common tasks in Flow Learning is essential for training managers who want to efficiently manage learning content and track learner progress. By mastering the tools for content creation, assignment, and learner monitoring, you can ensure that your team remains engaged, compliant, and continually improving.
Create vs. assign tasks in Flow Learning
The difference between creating and assigning content
In Flow Learning, there are two primary aspects that training managers need to understand: creating learning content and assigning that content to learners. These two distinct processes are fundamental to managing employee development and ensuring that training goals align with organisational objectives.
While the content creation process allows for the design and customisation of training resources, the assignment process focuses on delivering these resources to the appropriate learners for completion and review.
Creating Content in Flow Learning
Flow Learning offers a suite of tools that allow you to create tailored content for different learning and development needs. Whether you’re building a new workbook, setting up an appraisal, or designing an interactive training module, the platform provides various resources for crafting dynamic and engaging materials.
The creation process typically involves using easy-to-navigate screens where you can add titles, descriptions, multimedia elements, and custom settings. For example, when creating a new workbook, managers can upload guidance documents, set up sign-off settings, define categories, and add sections that assess learner comprehension.
For specific types of contents, the system also allows for the inclusion of external links, PDFs, images, and other resources, providing a comprehensive learning experience.
For more detailed guides on creating content, refer to our articles on specific content creation:
Learning
- Create additional learning
- Create a collection
- Build External Training
- Create Knowledge Checks (Quizzes)
- Build training modules using Module Builder
- Create quizzes and exams with Module Builder
Development
Assigning Content to Learners
Once content is created, the next step is to assign it to the appropriate learners. This process involves determining which learners or groups should receive the training and setting due dates for its completion.
The purpose of this process is to deliver the right content to the right learners at the right time, ensuring that each individual or team has access to the training they need.
For example, when assigning a Workbook or any other content through the Assign Learning screen, you are allowed to select the specific content and the due date. You can assign one or more resources to one or multiple learners at the same time.
For more detailed guides on assigning content, refer to Assign Learning.
Notes: There are additional ways of assigning content to learners. Depending on the specific content you want to assign, you can refer to additional guides in Flow Learning > Development / Développement / Desarrollo or Flow Learning > Learning / Formation / Formación.
Copy a fridge or freezer task via My Location
Start from: The Daily schedule.
There are two routes to locating the task you wish to duplicate. This shows how to do it via My Location - you can also copy a fridge or freezer task via the Daily Schedule.
Locate and copy a task via My Location > Tasks
Identify the task that you wish to duplicate by browsing or searching.
- Select the Areas/checklists for your store and scroll through the list of areas and select one (for example Temperature Checks) to open the task list.
- Select Search and enter a word (for example ‘cooler’) to search for a task with that word in the title.
Note: Try to copy a task with the same settings as the new one you want so that the settings, answer options and scheduling are also duplicated.
- Select Edit to check that the settings (located in the Answer options panel) and the scheduling frequency are correct for your new task.
Note: Don't change the settings in this task or you may modify it unintentionally.
- Select Back to return to the task list.
- Select Copy on the task that you wish to duplicate. As before, this will open a TASK LABEL pop-up for your new task.
- Amend the label to reflect the name of your new task.
- Select CONFIRM to save the new task label and return to the task list OR select CANCEL to return without saving.
The new task will have a duplicate of the original task's settings. This allows your team to record the temperatures of the new appliance quickly and easily to ensure your food is being stored safely. This process can be repeated for any appliances in your store that require regular settings checks to be recorded.
Deviation types in tasks and forms
Start from: The ‘create task’ or 'edit task' page in an unpublished form.
It is possible to add deviations to your daily tasks and tasks in a form. It is a good way to follow up any issues and problems that may occur at your unit.
Deviations can be generated by Checkbox/button, Interval (number), and Dropdown answer types. See Create a task within a form for more information.
The different deviation types available are:
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Regular: A basic deviation flow for a direct action. Comments are optional.
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Regular, comments required: A basic deviation flow that requires the user to enter a comment for the action taken.
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Corrective: A deviation flow with a direct and corrective action. Comments are optional.
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Corrective, comments required: A deviation flow with direct and corrective action that requires the user to enter a comment for the actions taken.
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Corrective – one step, comments required: A deviation flow with direct and one-step corrective action that requires the user to enter a comment for the actions taken.
To set up deviations, see Understand deviation settings in forms.
Create processes and tasks within a procedure
Start from: The Compliance dashboard.
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Select Tasks > Setup from the main menu.
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Select the Module where your procedure is located.
If you haven’t created a procedure in the module yet, see Create a procedure.
Create a process within a procedure
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Once inside the module, scroll down to Processes and select New Process.
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Add the name of the new process on the Label field.
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Select Save.
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In your newly created process, select Procedures.
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Select the ^ button beside Connected to other processes.
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Check the box of the procedure or procedures you want to link to your new process.
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Select Save.
Now the process you created is linked to the procedure.
Assign a process to a location
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Select Tasks > Setup from the main menu.
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Select the module where your new process is located.
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Select your process.
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Select the three dots at the top of the page and press Enable.
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Search and select the locations that need the new process.
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Select Save.
Create a task within a procedure
Tasks can be associated with a procedure at the moment of creation. You can then move them to the specific areas where you want them to be published.
To create a task associated with a procedure and assign it to an area, see Create a task and move it to the relevant area.
View your new process or task on a location
View tasks
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Select Choose location from the main menu.
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Select the area where you assigned the task on the Daily Schedule and locate the task.
View processes
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Select My location > Processes from the main menu.
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See your new process active.
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Select the process to see which procedures and tasks that are connected to it.
Create a task and move it to the relevant area
Start from: The Compliance dashboard.
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Select Tasks > Areas/checklists from the main menu.
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Select Unpublished tasks and then + Create Task.
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Add the Task name.
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Select the specific Procedure in the Categorisation field.
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Choose the Answer options and labels. Configure here any deviations if needed.
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Choose the Scheduling for the task.
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Assign a Description to the task and add Attachments if needed.
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Select the Translations tab and add any necessary translations. You can add the translations manually, or use the automatic translation feature by selecting the desired language and pressing the Auto Translate button.
Notes: The Auto Translate feature needs to be requested. Contact your Customer Success Manager for more information.
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Select the Preview tab to view the task details and correct as needed.
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Select Save when you are done creating your task.
Back in Areas/checklist, you will now find your task under Unpublished tasks.
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Drag and drop your task to the area you want it in.
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When you have moved the task to the desired area, a confirmation window will open. Select Publish.
You will now be able to see your new task in the respective area you assigned.
Create a temperature task
Start from: The Compliance dashboard.
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Select Tasks > Areas/checklists from the main menu.
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Select + Create Task.
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Fill in the name of the task, set the Severity, and select the procedure in Categorisation.
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Scroll down to Answer options and select Interval in the Answer type dropdown.
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In the Low limit field, fill in the lowest temperature allowed. If a freezer, for example, -8 is the lowest temperature allowed, while -2 is the highest.
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In the High limit field, fill in the highest temperature allowed.
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Set a label for the task, for example, Temperature.
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Select the Unit field and fill in the unit, for example, °C.
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Set the Frequency for the task and the days of the week it should be performed.
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Add any wanted Description, for example, how they can measure temperature and how to handle any deviations.
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Add an Attachment if needed, for example, a guide or an informative document related with the task.
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Select Save.
The task will now appear in Areas/checklists and as a part of the Daily Schedule.
Answer scheduled tasks
Answer a task on the app
- Select the hamburger menu > Daily schedule.
- Select the Area/checklists that contains the task you want to answer.
- Locate the specific task you’d like to answer and complete it, as described above.