Journey overview dashboard
Summarize
Summary of Journey Overview Dashboard
The Journey Overview Dashboard is a robust tool designed for tracking and managing tasks and journeys within your organization. It provides insight into various aspects of journeys, including due tasks, task distribution by role and activity type, and other essential journey-specific details.
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Key Features
- Access Requirements: Users need the
snjny.readerrole to access the dashboard. - Dashboard Navigation: Access the dashboard by navigating to
All > Journey designer > Administration > Journey overview. - Reporting: The dashboard includes several reports, such as:
- Overdue journey accelerator tasks
- Overdue lifecycle events tasks
- Journey accelerator tasks due soon
- Lifecycle events tasks due soon
- Overdue journey accelerator tasks by role
- Journey status
- Filters: Users can apply filters to refine task visibility based on:
- Location
- Department
- Journey start date
- Journey type
- Employee start date
Key Outcomes
By utilizing the Journey Overview Dashboard, users such as Journey/HR Coordinators can effectively manage and analyze journeys, ensuring timely completion of tasks and improving overall operational efficiency. This centralized view aids in tracking workflow and identifying overdue tasks, thereby facilitating better decision-making and resource allocation within the organization.
Journey Overview is a comprehensive dashboard that allows you to efficiently track and manage ongoing tasks and journeys within the organization.
Required ServiceNow AI Platform roles
The sn_jny.reader role is needed to access this dashboard.
Access the Journey overview dashboard
To open the dashboard, navigate to .
Use cases
| User | Dashboard use |
|---|---|
| Journey/HR Coordinator |
Access the journey overview dashboard to efficiently manage and analyze different journeys within the organization. |
Reports
| Title | Type | Source table | Description |
|---|---|---|---|
|
Overdue journey accelerator tasks |
Single score |
Journey Accelerator Task [sn_ja_task] |
Contains Journey Accelerator task details and relationships to other Journey Accelerator tables. |
| Overdue lifecycle events tasks | Single score |
Task [task] | The Task table provides means for creating and completing Tasks, as well as tracking their workflow in your instance. |
| Journey accelerator tasks due soon | Single score |
Journey Accelerator Task [sn_ja_task] |
Contains Journey Accelerator task details and relationships to other Journey Accelerator tables. |
| Lifecycle events tasks due soon | Single score |
Task [task] | Task table provides means for creating and completing Tasks, as well as tracking their workflow in your instance. |
| Overdue journey accelerator tasks by role | Bar |
Journey Accelerator Task [sn_ja_task] |
Contains Journey Accelerator task details and relationships to other Journey Accelerator tables. |
| Overdue lifecycle events tasks by activity type | Bar |
Task [task] | Task table provides means for creating and completing tasks, as well as tracking their workflow in your instance. |
| Journey status | Line |
Task [task] | Task table provides means for creating and completing tasks, as well as tracking their workflow in your instance. |
Filters
| Name | Type | Description |
|---|---|---|
|
Location |
Multi-select |
Displays various tasks based on the location of the journey employee. |
| Department | Multi-select | Displays tasks based on the department the task assignee belongs to. |
| Journey start date | Choice | Displays tasks based on the journey start date. |
| Journey type | Multi-select | Displays tasks based on the journey type. |
| Employee start date | Choice | Displays tasks based on the start date of the employee. |