Create and manage Journey types

Create plan types to manage the top-level classification for stages and tasks for Journey types, as well as the header views for users.

Before you begin

Role required: sn_jny.admin

Procedure

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.

Parent Topic:Configure Journey designer features