Journey overview dashboard

  • Release version: Xanadu
  • Updated August 7, 2024
  • 2 minutes to read
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    Summary of Journey overview dashboard

    The Journey Overview dashboard in ServiceNow provides a centralized and comprehensive view to track and manage ongoing journeys and associated tasks within your organization. It offers insights into journey statuses, overdue and upcoming tasks, and task distribution by role and activity type, enabling efficient journey management.

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    Access to this dashboard requires the snjny.reader role, and it can be found by navigating to All > Journey designer > Administration > Journey overview in your ServiceNow instance.

    Key Features

    • Comprehensive Task Tracking: View details such as the number of due journeys and journey tasks, helping you prioritize work effectively.
    • Role and Activity Type Analysis: Visualize tasks by role and activity type to understand workload distribution and identify bottlenecks.
    • Multiple Reports: Access various reports including overdue tasks, tasks due soon, and journey status trends, sourced from Journey Accelerator and Task tables to provide detailed task workflow insights.
    • Flexible Filters: Filter data by location, department, journey start date, journey type, and employee start date to tailor views according to organizational needs and specific contexts.

    Key Outcomes

    • Streamlined management of journeys and journey-related tasks, improving operational efficiency.
    • Enhanced visibility into task statuses and responsibilities, facilitating timely interventions and resource allocation.
    • Empowered Journey and HR coordinators with actionable insights to monitor journey progress and address overdue activities.
    • Customizable views through filters enabling targeted analysis for different organizational segments and journey types.

    Journey Overview is a comprehensive dashboard that allows you to efficiently track and manage ongoing tasks and journeys within the organization.

    On the dashboard you can view details about different journeys, including the number of journeys that are due, journeys tasks, journey tasks by role and by activity type, and other relevant journey specific information.Journey overview dashboard

    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 All > Journey designer > Administration > Journey overview.

    Use cases

    For examples of how different people in your organization would use this dashboard, see these use cases.
    Table 1. Users and dashboard details
    User Dashboard use
    Journey/HR Coordinator

    Access the journey overview dashboard to efficiently manage and analyze different journeys within the organization.

    Reports

    Table 2. Report details
    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

    Table 3. Filter details
    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.