Tasks and notifications are the key activities that move your journeys forward. They guide each participant, whether an employee, manager, or peer, through essential steps, such as completing forms, joining meetings, or submitting reviews.
Tasks
Tasks are the actions that participants must complete during specific stages of the journey, such as onboarding or performance reviews. Each task is assigned to a role and designed to support timely, guided progress.
Assigning tasks to participants
Each task is assigned to a participant based on their role in the journey. For example, employees may be asked to complete onboarding forms, while managers might need to approve those submissions.
Setting due dates and triggers
You can set due dates to ensure tasks are completed on time. Tasks can be triggered by time-based stages or the completion of other tasks.
Adding dependencies
Use task dependencies to control the sequence of activities. A task can remain hidden until a prerequisite task is marked complete, helping guide participants in a logical order.
Tracking with automated reminders
When a task is created, you can set up automatic notifications to remind participants about what’s due and when, reducing the chance of missed steps.
Notifications
Notifications help participants stay informed and on track throughout their journey. These automated alerts are triggered by key events and personalised for each participant’s role and stage.
Trigger-based alerts
Send notifications automatically when a task is created, due soon, or overdue. This ensures participants know what to do next without having to check manually.
Role-specific messaging
Customise notifications for different participants. For example, an employee might be reminded to upload documents, while a peer advisor is asked to schedule a welcome meeting.
Clear and actionable messages
Write personalised notifications that include task names, deadlines, and any required actions, so it’s always clear what’s expected.
Recurring reminders
For tasks that are overdue or approaching their deadline, you can set up recurring alerts. This keeps journeys on track without manual follow-ups.
By combining tasks and notifications, you create structured, step-by-step journeys that guide employees and stakeholders with clarity and purpose, reducing manual admin and improving the overall experience.