Journey tasks and notifications are the building blocks of any structured journey. These activities represent the key actions participants must complete, such as filling out forms, attending meetings, or completing training modules.
Tasks
Journey tasks are actions or steps that guide participants through a process within a defined journey, like onboarding or performance management. Each task is assigned to a participant, such as an employee, manager, or peer advisor, and is meant to be completed at specific stages of the journey.
- Task Assignment: Tasks are assigned to different roles based on the structure of the journey. For example, employees may receive tasks to complete forms, while managers might be responsible for approvals or reviews.
- Due Dates and Deadlines: Tasks can have defined deadlines or due dates, which ensure that key actions are completed on time. Tasks can also be triggered by specific events or previous task completion.
- Task Dependencies: Some tasks may depend on others, meaning they only become available once prior tasks are completed. This helps guide participants through the journey in a logical order.
- Automated Notifications: Notifications can be set up to remind participants of their pending or overdue tasks, ensuring they stay on track and don’t miss critical steps.
These tasks, when integrated into a journey, help create a seamless experience for participants, ensuring that each individual knows what actions they need to take and when.
Notifications
Journey notifications are automated alerts and reminders within a journey that keep participants informed and on track throughout the process. These notifications can be customized based on the stage of the journey and the participant's role, ensuring timely communication and action.
- Trigger-Based Notifications: Notifications are triggered by specific events, such as the creation of a task, a task approaching its due date, or when a task becomes overdue. This ensures participants are always aware of what needs to be done next.
- Role-Specific Notifications: Notifications can be customized and sent to different roles within a journey, such as employees, managers, or peer advisors. For example, an employee might receive a reminder to complete onboarding forms, while a manager could be alerted when it's time to approve those forms.
- Custom Messaging: Journey notifications allow for personalized content. You can include specific details like task names, due dates, and instructions, ensuring the message is clear and relevant to the recipient.
- Recurring Reminders: For tasks overdue or close to a deadline, recurring notifications can be sent to keep participants on track, ensuring no critical task is left incomplete.
By using journey notifications, you can automate the communication process, keeping participants engaged and aware of their responsibilities, which helps maintain a smooth, organized flow throughout the journey.