To create a journey, use the navigation bar on the left side of the screen. Click on Journeys and then All Journeys. From there on, you can click on the + New Journey button to create a new journey.

Choose which type of journey you want to create. You can choose out of the following options:

Pre-onboarding journey: For tasks having to be completed ahead of an employee's start date.

Onboarding journey: For tasks relating to an employee's start at the company

Offboarding journey: For tasks relating to an employee's end of employment.

Click Next to add Journey Details

On this screen, you can give the Journey a name and select the employee who will be the subject of the journey.

Now you can choose how to create your journey - you can use an existing template or create it from scratch.

If you use a template, all start/due dates and task assignees will be automatically processed based on the profile data of the chosen employee.

Now you can make changes to the template steps and tasks or add new ones as you need. Once done, you can save and publish the journey or you can always save it as a draft and finish it later.

When creating a journey from scratch, you'll need to create steps to be able to assign tasks to them. You can create a new step by clicking on the + New Step button. Next you'll have to name it and, optionally, provide a description of the step as well as start and/or due dates. Once a step is created, you can then start adding tasks by clicking on + Add Task. The creation of tasks is described in more extensive detail here.

ℹ️ Setting dates for a step or task is optional, but after a journey is published, the start date will trigger notifications about tasks to complete for all assignees on the set date, and the due date will trigger reminders about overdue tasks.

Once you're done creating all the steps and tasks you need, the journey can be published or, if needed, saved as a draft to be finished later.

🎉 Publishing your journey means that the journey can be used!

Based on set dates, task assignees will now be automatically notified in their inbox about any tasks they have to complete.

Also good to note: Journeys can be still edited even after publishing.