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Journeys: The basics

Learn how to build a journey!

Maria Ørgaard avatar
Written by Maria Ørgaard
Updated over a week ago

Journeys help you create a structured learning experience for employees by guiding them through learning paths and modules in a defined order. They are ideal for onboarding, role-based training, leadership programs, and recurring training initiatives.

Build journeys that are blended, purposeful, connective, and operationally relevant. We take you through it step by step to ensure you get the most out of this feature.

Happy learning 🧠

A Journey is built in three levels:

  1. Journey (the full learning experience)

  2. Learning paths or Plans (the topics

  3. Inside Learning paths - Content (the modules or events employees complete)


STEP 1 - Creating a new Journey

Entering the Journey tab, click Create in the top corner.

Identify your target audience and set your goal

Decide who your journey is for—in this case, store workers. Define what you want them to achieve, like a fantastic onboarding experience that prepares them for their daily work.

Step 1: Create a Journey

  1. Click Create journey

  2. Enter a title (example: Onboarding Journey)

  3. Add a description


STEP 2 – Creating or adding learning paths and plans

Learning paths help you break the journey into sections, such as weeks, themes, or milestones.

  1. Create add new learning path or plan or drag them from from your existing learning path and plan library on the left

  2. When Creating a new learning path or plan

    1. Enter a title (example: Welcome to the Company)

  3. Repeat until your journey structure is complete

✅ Learning paths are saved automatically as part of your structure and become available in the content library.

Once it is created on your journey board click on the learning path or Plan to either jump in and edit its content or add settings and define if it is optional or required learning (see step 5)

Quick tip💡

Blueprint planning: start by creating the structure first, and then add the content afterwards.

If you are not able to add the learning path to the sharing board, make sure that you click, hold and drag the path.


Step 3 - Add Modules or events inside each learning path

Modules and Events are where the learning happens (videos, text, interactive elements and more).

  1. Open a learning path inside your journey

  2. Click Add module or Event

  3. Choose Create new or add from your existing content library

  4. Enter a title (example: Your new workplace)

  5. Repeat for all modules needed

✅ You can create modules as drafts first and fill in the content later.

Learn more about learning creation here and module content creation here



Step 4 – Creating connections between learning paths and plans

Under the Starting point with the play icon, a small yellow circle is hiding. Connect this to the content that comes first in Your Learning Lifecycle (the journey). then continue to connect all the paths and plans in your journey


Click here to learn more about how the Starting point works!

Good to know💭 If you add a connection you don’t want, select the arrow – and in the bottom left corner, select Remove from sharing. This removes the connection, but the learning stays on the board. Take a look at the picture below to know what to look for:


Step 5 – Add Completion requirement and Deadlines. And Recurring if needed

  • Completion requirement → Required or optional

  • Deadline → Finish by within a specific amount on days

  • Recurring → Repeat a learning path on a regular schedule

Deadlines

Use a deadline when employees must complete the learning path or plan within a certain time.

  • Click on a learning path or plan on your journey board

  • Go to Deadlind

  • Deadline and set the number of days

Recurring

Use recurring when employees should complete the same learning path again regularly. e.g yearly for compliance.

The recurring feature has a different selection options for set-up to ensure you select the one most suitbile for your set-up ensure to read our article: Journey: Recurring functionality


STEP 6 – Settings

In the overall journey setting you can find options for editing the description, added several language versions, connect Users individually or circles for automation. Dive into Circles in the next step.


STEP 7 – Publish and Connect a Circle

When you have adjusted settings on all content on the board, all you need to do is Publish your Journey.

When publishing you are asked to choose either to display the journey in its full state or sequentially.

By sharing full journey, users get full overview of this sharing and its journey from start to finish, including the sharing name, progress skill and certificate overview.

And voila! now you are ready to assign it to the relevant user group/circle

Want to learn how to assign users with Circles? Click here


Good knowledge

  • A journey must include learning paths or a plan. Learning paths must include a module or event

  • Draft content cannot be published = Employees will only see content that is ready and published

  • You can still create learning paths and modules outside of journeys if you prefer, directly under the menu's learning path, plans, and content library

As you build your journey:

  • Everything is saved automatically

  • You can build the full structure first, then return to add content

  • Update an existing journey. Add new learning paths or modules, organize where they fit, and publish once everything is ready

  • Click the organize symbol in the bottom right corner to automatically display the journey in a structured way for you


Play around!

We recommend that you create a testing Sharing to play around with. This will help you get used to the function. We think you’ll find it easy to use when you get to know it.


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