Journeys provide a structured framework for guiding team members through multi-step processes. This guide covers how to create a journey from scratch or from a template.
Creating a New Journey
Adding Milestones
A journey is organised into milestones, which represent significant stages in the process. For an onboarding journey, milestones might include:
- Week 1: Orientation and Setup
- Week 2: Team Introductions and First Tasks
- Month 1: Independent Contribution
- Month 3: Full Integration
Each milestone acts as a container for related tasks. Breaking the journey into milestones makes a long process feel manageable and gives both you and the team member clear checkpoints.
Adding Tasks to Milestones
Within each milestone, add specific tasks that need to be completed. Tasks should be concrete and actionable:
- "Set up development environment and verify access to all required systems"
- "Shadow three client calls with a senior team member"
- "Complete the compliance training module"
- "Write and publish first blog post for the team knowledge base"
Each task represents a single, completable item. Keep tasks small enough that they can be finished in a reasonable timeframe.
When you add or edit a task you can also attach an optional Resource URL, which turns the task title into a hyperlink with a small link icon in front of it. Use this to point the team member at a Google Doc, an internal wiki page, or a deep link into Manager Toolkit. See Task Resource URLs for more.
Using Templates
If you have a process that you repeat regularly (such as onboarding), save a journey as a template. When a new team member joins, you can create a journey from the template instead of building one from scratch.
Templates save significant time and ensure consistency. Every person going through the same process gets the same set of milestones and tasks, which means nothing is accidentally missed.
To create a template, build a journey with all the milestones and tasks you want, then save it as a template for future use.
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