What is Training in BFF?

Training modules are onboarding materials linked to tasks. They help team members learn the knowledge needed before they start executing a task. Unlike SOPs (policies) and Work Instructions (execution steps), Training is focused on learning and preparation.

Creating a Training Module

  1. Navigate to Training in the sidebar
  2. Click ”+ New Training”
  3. Fill in the details:
    • Title — What the training covers (e.g., “CRM System Basics”)
    • Content — The learning material
    • Linked Tasks — Which tasks require this training
  4. Save the training module

Training Content Tips

  • Include background knowledge needed for the task
  • Add examples and scenarios for practical understanding
  • Reference the associated SOPs and Work Instructions
  • Keep modules focused — one training per topic area

Linking Training to Tasks

  1. Open the training module or the task
  2. Link them together via the Content Modules section
  3. When a team member is assigned the task, they can see required training

Tip: Training completion directly affects the AI Coverage Ranker during time-off scenarios. Team members who have completed the relevant training score higher as coverage candidates.