Moment properties
A moment is a card on the Journey board. Its properties describe the experience and how well you cover it today. Every single-select property below is also a filter on the map.
Moment
Section titled “Moment”| Property | Type | Options | Use it for |
|---|---|---|---|
| Title | text | The name on the card, for example “First day”. | |
| Emoji | emoji | The icon on the card. Select the emoji in the moment panel to change it. | |
| Description | rich text | Notes on what the moment is and who it affects. Shows “(No Description)” until you write one. | |
| Current State | single-select | Unknown, We have this, Needs improvement, Do not have this yet | How well you cover the moment today. |
| Level of Effort | single-select | Low, Medium, High | How much work it takes to improve. |
| Priority | single-select | Low priority, Medium priority, High priority | What to work on first. The High Priority view shows moments set to High priority. |
| Department | single-select | Talent Acquisition, People Operations, HRBP, Employee Experience, L&D, IT, DEIB, Total Rewards, Facilities, Finance, People Analytics, Internal Comms, Legal | The team responsible for the moment. |
| Owner | one workspace user | The person accountable for the moment. | |
| Stakeholders | workspace users | Everyone else involved. |
A moment also belongs to exactly one category, shown as a chip in the panel header, and can be archived. Archived moments leave the board and appear only on the Archived view.
Category
Section titled “Category”| Property | Type | Use it for |
|---|---|---|
| Title | text | The column heading, for example “Onboarding”. A new category reads “Untitled” until you name it. |
| Emoji and colour | picker | Chosen together from the category’s avatar in its panel. The colour tints the column. |
| Description | rich text | Notes on the stage of the journey the category covers. |
The category panel also lists the category’s moments in board order.
Moment panel tabs
Section titled “Moment panel tabs”| Tab | Shows |
|---|---|
| Details | The description, the properties above, Owner and Stakeholders. |
| Flows | The automations, campaign templates and campaigns attached to the moment, then a Templates section of catalogue flows an admin can Add. |
| Activity | The enrollments that ran for this moment’s flows. |
| Content | The library content attached to the moment, then catalogue content an admin can Add. |
| View | Shows | Save button |
|---|---|---|
| Whole Journey | Every active moment, grouped by category, with the Employees metric for the last 30 days on each card. | Save as New View |
| High Priority | Moments whose Priority is High priority. | Save View |
| Archived | Archived moments only. Dragging a card onto the restore target brings it back. | Save as New View |
Whole Journey and Archived are read-only, so changes to them are saved as a new view. High Priority is editable in place. See Save a view.
Filters and metrics
Section titled “Filters and metrics”- Filters offers Current State, Level of Effort, Priority and Department, each with its options plus (No Value), Show Everything and Clear All.
- Metrics offers a Metric (Employees, Deliveries, Clicks, Actions) and a Date Range (last 30 days, last 90 days, last 6 months, last 12 months).
- Find matches text in moment titles.
Related
Section titled “Related”- Set a moment’s properties to fill these in from the moment panel.
- Filter the map to narrow the board by any single-select property.
- Save a view to keep a filtered, measured board as its own view.