Add stage configurations

Stages group tasks or to-do lists for managers, mentors, or employees as part of a plan configuration. You must set the stage order and associate the stage with a plan configuration.

Before you begin

• Role required: admin [sn_jny.admin]
• Create a stage: Create and manage stages

Procedure

1. Navigate to All > Journey designer > Manage Task Templates.

2. Open an existing plan configuration and navigate to the Journey Accelerator Stage Configurations section.

3. On the form, fill in the fields:

   Field	Description
   Name	Auto-filled when you select the Stage name
   Stage name	Select the stage name, such as Month 2.
   Stage order	Set the order for the stage in multiples of 100
   Active	Option that you can select to make the configuration available for use.
   Journey Accelerator plan configuration	Select the plan configuration where to add the stage

4. Select Submit.

Parent Topic:Configure Journey designer features