Launch a journey
Launching a journey (event) activates it for a specific employee. The system generates tasks based on the event definition's categories, people, and dates.
Launch an event for an employee
- Go to Launch an Event.
- Select the event and employee.
- Click Next. The categories, people, and start date options for the event are shown.
- Select the categories and people for this launch.
- Select the start date.
- (Optional) Customize tasks for this launch.
- Click Finish/Save. The event is launched for the employee on the selected start date.
Alternate method: You can also launch an event from an employee's profile (Edit Profile).
Customize tasks at launch
You can add or remove tasks during an event launch for a specific employee. Customizations apply only to that individual launch — they do not modify the event definition globally.
Note: The Customize Tasks button is only available if Allow Task Customization is enabled on the event definition.
- On the Launch an Event page, click Customize Tasks.
- To add a task, click Add a Task and select a task from the list.
- To remove a task, click the delete icon beside it. To remove multiple tasks, select the checkboxes and click Remove Selected.
Good to know
- An event launch is always specific to one employee.
- Categories and people selected at launch determine which tasks are generated for that employee.
- To change an event after launch (start date, categories, people), see Manage a running journey.