How You Create Journeys
Journeys comprise a set of tasks that help automate routine or special processes effectively in your organization. For example, you might want to create a special journey to help employees on their return to the workplace, post the pandemic.
As a line manager or HR specialist, you can use an existing journey as is, create a new journey, or use generative Artificial Intelligence (AI).
Use an Existing Journey
As the first step, you can first look for an existing journey using the Explore tab. When you find one that fits your requirements, you can review it's details and assign it to other people or to yourself.
If you find an existing journey that needs some changes, you can create a copy and modify it. You can change attributes such as the journey description, category, title, and add tasks that are relevant to the journey or update and delete tasks. When you save this duplicate journey, it's saved as your personal journey.
Create a New Journey
If a journey doesn't match your requirements or if your search for a journey doesn't return results as expected, you can use Create Journey to create a brand new journey. You can specify all relevant details for the journey including the tasks. The new journey is saved to your personal journeys list and can be assigned to others and yourself as required.
Personal journeys can't be viewed or managed from the Checklists Templates setup page.
Use Generative AI (GenAI)
You can use the AI Assist option to create relevant journeys and tasks. This option can shorten the time needed to create journeys and its related tasks. For example, you can suggest tasks related to these journeys: on boarding, off boarding, transfer, and career development. You can create a new journey and add tasks or add additional tasks to an existing journey.
- This capability is available only in Redwood pages.
- By default, tasks are created of type Manual Task with the Worker as task performer and Initiator as task owner.
- By default, the AI Assist option is hidden out-of-the-box. To display the option, you need to enable the Show AI Assist Visual Builder constant (VB constant) by using VB Studio.
- AI-generated journeys and tasks are always created in the English language. Additional language support is planned for a future release.
- The journeys and tasks that you generate by using AI may contain inaccuracies. You need to review the journeys and tasks before you activate them.
- GenAI doesn't reference journeys and tasks that are already configured in your environment to suggest new journeys and tasks.
- You can use GenAI to suggest additional tasks in your existing journey template.