---
title: "Learning plan workflows"
slug: "learning-plan-workflows"
tags: ["Participant", "Totara Learn", "Reference"]
updated: 2026-08-13T16:01:28Z
published: 2026-08-13T16:01:28Z
canonical: "totara.help/learning-plan-workflows"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://totara.help/llms.txt
> Use this file to discover all available pages before exploring further.

# Learning plan workflows

A learner and their manager will typically have access to a learner's [learning plan](/totara-20/docs/what-are-learning-plans). When [creating a learning plan template](/totara-20/docs/create-a-learning-plan-template) you can select a workflow. This controls who is able to perform the different tasks related to setting a learning plan up, including:

- Adding courses, skills, objectives and programs
- Approving a plan
- Completing a plan

There are three preset workflows to choose from, and the option to create your own custom workflow.

| Workflow | Description |
| --- | --- |
| Basic workflow | This is a simple manager-driven workflow. Options such as due date and priority on courses, skills, and programs, are turned off. |
| User-driven workflow | In this workflow the learner primarily has control of the learning plan. The manager is able to view the plan, but is not able to make any changes. |
| Manager-driven workflow | In this workflow the manager assigns content to their staff’s learning plan. The learner can request that content is added, but everything requires manager approval. |
| Custom workflow | Allows you to customise all the learning plan workflow settings to meet your requirements. See [Advanced workflow settings](/totara-20/docs/advanced-workflow-settings) to learn more about custom workflow settings. |

![Course badge](https://cdn.document360.io/a007399b-031e-436b-999a-528240e16f58/Images/Documentation/course-badge_learning-plans.svg?sv=2026-02-06&spr=https&st=2026-11-06T06%3A53%3A12Z&se=2026-11-06T07%3A53%3A12Z&sr=c&sp=r&sig=NF5rPLOZpHGbfF97qRSSAYvQvulHMkMjUdLEDyOtJxU%3D)The Totara Academy has a whole course dedicated to using [Learning plans](https://totara.community/course/view.php?id=573) in Totara Learn. Here you can learn more on how to use learning plans, see best practice, and give it a go yourself.

Join the [Totara Community](https://totara.community/) for more resources to help you get the most out of Totara.

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