Create and manage Journey 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 for Journey types, as well as the header views for users.

    Antes de Iniciar

    Role required: sn_jny.admin or admin

    Procedimento

    1. Navigate to All > Journey Designer > Manage Journey Types.
    2. Select New.
    3. In the Title field, enter a meaningful name for the type of journey that you are creating so that it is easily identifiable.
    4. Click the search icon next to a role to change the header configuration for that role.
      These fields contain default plan header configurations for the plan type.
      • View for manager
      • View for employee
      • View for mentor

      See Create and configure Journey designer headers to customize headers for a plan.

    5. After you have selected any header configuration you want to change, select Submit.