Create and manage stages

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Create and manage stages that are contained inside a plan. Stages contain tasks or to-do lists for managers, mentors, or employees to complete.

    Vorbereitungen

    Role required: admin

    Warum und wann dieser Vorgang ausgeführt wird

    Use stages to create a logical sequence for completing tasks. Managers add stages to plans in the Employee Center.

    Prozedur

    1. Navigate to All > Journey Designer > Manage Stage Names.
    2. Select New.
    3. In the Title field, enter a meaningful name for a stage in a plan.
      For example, Week 1, Day 1, or Month 2.
    4. Select Submit.