How to manage a journey

Overview

Once a journey is created, you can update its details, adjust the structure, map content to it, and keep it organized over time. This guide covers the key ways to manage a journey in TheyDo.

Edit journey settings

To update journey details, open the journey and click Show details (or the i icon) next to the journey name. From here you can update:

• Title — use a customer-focused title, ideally in the format "I [customer job]."
• Journey description — add context about why the journey was created or how to use it.
• Journey owner — the person responsible for the journey in your organization.
• Journey status — for example: unmapped, being researched, live, or prototype.
• Journey type — macro journey, micro journey, service blueprint, or another type.
• Journey group — the internal team or department the journey belongs to.
• Global tags — relevant tags for channels, countries, brands, or scenarios.

Customize a journey's appearance

Click the three dots next to the journey name to access customization options. You can:

• Apply a color to help tag or visually organize journeys.
• Add your company logo to the journey.

Favorite a journey

Click the star icon next to the journey title to favorite it. Favorited journeys appear in your left-hand sidebar for quick access. This is personal to you and won't affect what others see. Click the star again to unfavorite.

Manage the journey structure

The journey canvas is made up of phases, steps, and lanes. You can adjust all of these at any time.

• Rename a phase or step — click the title to edit it.
• Reorder phases — drag phases left or right.
• Add a phase — hover between columns and click + Add phase.
• Add a step — hover inside a phase and click + Add step.
• Add or rename lanes — lanes are the swimlanes running across the journey (Insights, Opportunities, Solutions, Metrics, or custom). Add new lanes from the journey editor and rename them to match your team's language.

Tip: If the + buttons for phases and steps aren't visible, it may be a permissions issue. Journeys have separate permissions for governance, structure, and content. Check with your workspace admin if you're missing controls.

Map content to a journey

Building blocks — Insights, Opportunities, Solutions, and Metrics — live in their respective libraries and can be mapped to specific steps in a journey.

• Add an existing building block — open the relevant lane in a step and connect an item from the library.
• Create a new building block from within the journey — create it directly in a step and it will also appear in the library for reuse elsewhere.
• Move items — drag cards between steps as your understanding of the experience evolves.

Keeping building blocks linked to the steps where they're relevant makes it easier to understand the full picture of the experience.