Tracking Journey Progress

Once a journey is set up, tracking progress ensures that the team member stays on course and that nothing falls through the gaps. This guide covers how to monitor and manage journey progress.

Completing Tasks

Viewing Overall Progress

The journey overview shows the total progress across all milestones. This gives you a quick answer to the question "How far through the journey are we?"

For longer journeys like onboarding, this is particularly useful. If a team member is three weeks in and only 20% through the first-month milestone, it may signal that the pace needs to be adjusted or that blockers need to be addressed.

Converting Tasks to Actions

Some journey tasks may need more structured tracking than a simple checkbox. If a task has a specific deadline, needs to be visible on your dashboard, or requires ongoing attention, you can convert it to a full action.

Converting a task to an action does not remove it from the journey. The task is still tracked within the journey, but it also appears in your Actions list where it can be prioritised, given a deadline, and managed alongside your other tasks.

This is useful for tasks that are more complex than a single step, such as "Complete the technical assessment", which might involve preparation, scheduling, and review.

Reviewing Progress in Catchups

Journey progress is a natural topic for one-to-one catchups. Before meeting with a team member who has an active journey, review their progress to see:

• Which tasks have been completed since your last conversation
• Which milestone they are currently working through
• Whether any tasks appear to be stuck or delayed

This gives your catchup a structured focus and shows the team member that you are actively engaged in their development.

When Things Stall

If progress on a journey has stalled, it is worth investigating why. Common reasons include:

• The team member is blocked by dependencies (access, approvals, other people)
• The tasks are too vague and the team member is unsure what "done" looks like
• Competing priorities have pushed the journey down the list
• The milestone is too large and feels overwhelming

In each case, discussing the situation in a catchup and making adjustments is usually enough to get things moving again.