Journey Activities are the specific actions or tasks that participants must complete as they progress through a journey. These activities guide participants through essential steps in processes like onboarding, training, or performance reviews, ensuring that tasks are completed at the right time.
There are several types of activities within a journey:
- Standard Task: A basic task requiring completion, such as "Fill out onboarding forms."
- Approval Task: Requires a manager or supervisor to review and approve an action, such as "Approve time-off request."
- Event Task: Represents attendance at an event or meeting, such as "Attend team orientation."
- Milestone Task: Marks the completion of a significant stage, such as "Complete 30-day performance review."
Each type of activity helps keep participants on track and ensures that all necessary actions are taken at critical points in the journey.
When setting up activities in a journey, it’s important to first define the tasks and notifications that guide participants through each stage. Tasks represent the specific actions participants need to complete, such as filling out forms, attending meetings, or reviewing materials. During this step, you also configure task dependencies to ensure that tasks are completed in the correct order, guiding the participant smoothly from one task to the next.
Once tasks are in place, the next step is setting up notifications. Notifications remind participants and other stakeholders, such as managers or peer advisors, about upcoming or overdue tasks, helping keep the journey on track. Notifications can be customized to trigger at certain points, ensuring participants receive timely reminders to complete their assigned activities. Together, these steps ensure the journey is well-structured and participants are engaged throughout the process.