What are Stages, Steps, and Tasks on a Journey - App V5
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| Component | Description | Real-World Example |
|---|---|---|
| Journey | The complete end-to-end workflow for a single process. | New Customer Onboarding |
| Stage | High-level phases used to organize the journey into logical sections. | Information Gathering |
| Step | Individual units of work within a stage that contain specific actions. | Collect Customer Details |
| Action | The actual work performed, such as sending an email or assigning a task. | Send Welcome Email |
What is a Stage
Stages are high-level phases of a project that represent major portions of work or significant milestones. Stages organize the project into broad segments, making it easier to track progress and manage timelines. If your journey is relatively simple, you might only need one Stage
What is a Step
Steps are specific actions or sequences within a stage that outline how to move from the start to the end of that stage. Steps break a stage into manageable sequences of work, showing the flow of activities.
There are 3 types of Steps
- Step - A Group of Tasks/Actions
- Path - A Conditional Decision Point where the decision will determine the next Steps
- Parallel Steps - 2 or more Steps that occur simultaneously. They can be completed independently of each other.
What is a Task
Tasks are Individual, actionable items that must be completed to accomplish a step. Tasks are the most granular level and define the concrete work that team members do.
In CMXE these tasks can be API Actions, Automations, Forms, Selections or Tasks.