Navigate key management moments with guided pathways.
Starting a new role? Onboarding someone? Supporting a team member through a tough patch? Journeys gives you a structured, step-by-step plan with milestones, tasks, and actions, so you always know what to do next.
Pick a pathway or build your own
Choose from 29 expert-designed templates for the most common management moments, or start from a blank canvas and create a fully custom journey. Every template comes pre-loaded with milestones and actionable tasks, ready to go in seconds.
- Leadership: First 90 Days, IC to Manager, Leading Through Change, Building Team Culture
- People Development: Onboarding, PIPs, Promotion Prep, Mentoring, 360 Feedback, Career Change, and more
- Hiring: hiring, interviewing, building a pipeline, onboarding senior hires
- Difficult Conversations: tough feedback, conflict, redundancy, burnout
- Team Operations & Transitions: retros, ways of working, offboarding, parental leave cover
- Personal Growth: feedback skills, executive presence, energy management
- Blank: your own milestones and tasks from scratch
See every journey on a kanban board
The journeys list page is a two-column kanban: In Progress and Completed. Drag a journey to Completed when it's done, or back to In Progress to keep working on it.
- Two columns keep the lifecycle simple
- Cards show the team member, milestone progress, and task count
- Drag and drop between columns to update status
Journeys board
In Progress
3Completed
2Two columns mean the journey lifecycle stays simple - drag (or click here) when a journey is done.
Check off tasks and watch your progress grow
Each journey is broken into milestones, and each milestone contains specific, actionable tasks. Check them off as you go and milestones auto-complete when all tasks are done, with the overall progress bar updating in real time. Try it below.
- Collapsible milestones with individual progress counters
- One-click task completion with strikethrough
- Auto-completion cascades from tasks → milestones → journey
- Add your own milestones and tasks to any journey
- Attach an optional Resource URL to any task and the title becomes a hyperlink straight to the article, doc, or video
Turn tasks into tracked actions
Some tasks deserve more than a tick. Convert any task into a full action with a due date and notes. The action stays linked to the journey, visible on the detail page, in your actions list, and on the action modal with a direct link back. The task only completes when the action is marked done.
- Pre-populated title from the task
- Add due dates and notes for accountability
- Journey badge on every connected action
- Task completion syncs with action status
Track progress from your dashboard
Add an optional dashboard widget to see your active journeys at a glance. Each journey shows its team, progress percentage, and a visual bar, so you always know where you stand without leaving the dashboard.
- Enable during journey creation or from dashboard settings
- Shows team, member, and progress for each journey
- Click through to the journey detail page
First 90 Days as a Manager
Engineering
Onboarding a New Team Member
Design · Alex Chen
AI-powered descriptions and summaries (Pro)
Pro users get AI across the journey experience. Generate concise task descriptions in one click based on the task title and journey context. Get AI summaries on the list page and detail page that review your progress, highlight priorities, and recommend what to focus on next.
- AI task descriptions: one-click generation from title and journey context
- Journey list summary: progress overview across all active journeys
- Journey detail summary: specific progress review and next steps
- Customisable: enable or disable any AI summary from your profile
First 90 Days is 42% complete with 3 of 7 milestones finished. The “Build Relationships” milestone has 2 outstanding tasks. Recommended next step: schedule 1:1s with remaining stakeholders.
AI Task Description
Everything you need for guided management
Templates, milestones, tasks, actions, AI, dashboard widgets, charts, and tutorials. All in one place.
Frequently asked questions
Learn How to Use Journeys
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