Create and manage Journey Accelerator plan types

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Create plan types to manage the top-level classification for stages and tasks in a Journey Accelerator plan.

    Antes de Iniciar

    Role required: admin

    Por Que e Quando Desempenhar Esta Tarefa

    Managers select a plan type when they are configuring a specific plan. As an administrator, you should create a title for a plan type that is meaningful. You want managers to quickly understand what plan type they are using, for example New Hire, Promotion, or Offboarding.

    Procedimento

    1. Navigate to All > Journey Accelerator > Manage Plan Types.
    2. Click New.
    3. In the Title field, enter a meaningful name for the type of plan that you are creating so that it is easily identifiable.
      These fields contain default plan header configurations for the plan type.
      • View for manager
      • View for employee
      • View for mentor
      See, Customize and manage Journey Accelerator plan headers to customize headers for a plan.
    4. Click the search icon next to a role to change the header configuration for that role.
    5. After you have selected any header configuration you want to change, click Submit.