There are two ways to create a Journey:
From the menu bar
Navigate to Journeys > All Journeys and click on + New journey.From an employee profile
Open an employee's profile > Journeys and click on + New journey.
1. Choose journey type
When creating a new Journey, start by selecting the type of journey you’d like to set up. You can choose from the following default options:
Pre-onboarding: for tasks that need to be completed before an employee’s first day.
Onboarding: for tasks related to an employee’s start at the company.
Offboarding: for tasks that support a smooth transition when an employee leaves.
Once you’ve selected the journey type, click Next to continue with the Journey details.
Learn more about creating custom journey types in How to create custom journey types.
2. Set journey details
On this screen, you can name your Journey and assign it to the employee who will be the subject of the process. This helps ensure the journey is clearly identified and linked to the right person.
After naming the journey and selecting the employee, click Next to continue. In the following step, you’ll decide how to build the journey—either by using a template or creating it from scratch.
3. Creation method: from scratch vs. template
You can now decide how to build your journey:
Use an existing template to quickly apply predefined steps and tasks.
Create from scratch to fully customize every step and task to your needs.
📌 Note: In the Journey Library, you can create reusable steps. These steps can be added to a journey template or used when creating a journey from scratch. Learn more about reusable steps in How to create reusable steps.
Using a template
Using a template
To use a template, you must first create it. Navigate to Journeys in the left menu bar, then select Library to set up your template. Learn more about creating templates in How to create journey templates.
When using a template, all start and due dates, as well as task assignees, are automatically configured based on the profile data of the selected employee. You can review the template steps and tasks, make adjustments, or add new ones as needed.
Once your journey is ready, you can either publish it immediately or save it as a draft to complete later.
Creating from scratch
Creating from scratch
When building a journey from scratch, start by creating steps to which tasks can be assigned.
Click the + New Step button, then give the step a name and, optionally, add a description as well as start and/or due dates.
Once the step is created, you can add tasks by clicking + Add Task. Tasks can then be configured individually.
Once your journey is ready, you can either publish it immediately or save it as a draft to complete later.
Learn more about creating tasks in How to create tasks in journeys.
📌 Note: Setting dates for steps or tasks is optional. Once published, start dates trigger notifications, and due dates send reminders for overdue tasks.
🎉 Publishing a journey makes it active and ready for use! Task assignees will automatically receive notifications in their inbox based on the set start and due dates.
💡 Tip: You can continue to edit a journey even after it has been published.