> ## Documentation Index
> Fetch the complete documentation index at: https://docs.introw.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a journey from a template

> Start from a built-in onboarding, activation, or certification journey, then tailor the tasks, order, assignees, and auto-complete actions to your program.

{/* Starting from a blank journey means rediscovering the steps every program needs. The built-in
  templates give you a sensible onboarding, activation, or certification sequence out of the box,
  so you can launch in minutes. This guide takes you from picking the template through tailoring
  every task, its order, assignee, due date, visibility, and auto-complete action, so the journey
  reflects how you actually run the motion before you apply it. */}

## What you'll achieve

A new journey seeded from a built-in template and tailored to your program: the right tasks, execution order, per-task assignees and due dates, visibility, and auto-complete actions, ready to apply to a cohort.

## Before you start

<Steps>
  <Step title="Confirm access">
    You need write access to Journeys.
  </Step>
</Steps>

## Watch it

<Tabs>
  <Tab title="Video">
    <video controls playsInline preload="none" poster="https://assets.introw.io/docs/features/partners/journeys/guides/create-a-journey-from-a-template/steps/01.png?v=1783332265" className="w-full rounded-xl" src="https://assets.introw.io/docs/features/partners/journeys/guides/create-a-journey-from-a-template/video.webm?v=1783332265#t=2.5" />
  </Tab>

  <Tab title="Click through">
    <iframe className="w-full rounded-xl" style={{ width: "100%", aspectRatio: "16 / 11", border: 0, backgroundColor: "#FAFAFA" }} src="https://assets.introw.io/docs/features/partners/journeys/guides/create-a-journey-from-a-template/walkthrough.html?v=1783332265" />
  </Tab>
</Tabs>

## Steps

<Steps>
  <Step title="Open the add chooser">
    On [Journeys](https://app.introw.io/tasks), choose **Add**, then **Journey**.

    <Frame>
      <img src="https://assets.introw.io/docs/features/partners/journeys/guides/create-a-journey-from-a-template/steps/02.png?v=1783332265" alt="Open the add chooser" />
    </Frame>
  </Step>

  <Step title="Pick a template">
    Choose the playbook that fits the moment:

    * **Partner onboarding** - the steps a brand-new partner works through to get set up.
    * **Partner activation** - the steps that push a signed partner toward their first win.
    * **Certification journey** - the steps that drive a partner through training and certification.

    <Frame>
      <img src="https://assets.introw.io/docs/features/partners/journeys/guides/create-a-journey-from-a-template/steps/04.png?v=1783332265" alt="Pick a template" />
    </Frame>
  </Step>

  <Step title="Review the seeded tasks">
    The journey opens with a starting set of tasks. Read through them and keep the ones that fit your program.

    <Frame>
      <img src="https://assets.introw.io/docs/features/partners/journeys/guides/create-a-journey-from-a-template/steps/05.png?v=1783332265" alt="Review the seeded tasks" />
    </Frame>
  </Step>

  <Step title="Set the execution order">
    Confirm the **task execution order**: **Flexible** lets partners complete tasks in any order, while **Sequential** unlocks each task only after the previous one is done. Switch it if the template's default does not match how dependent your steps are.

    <Frame>
      <img src="https://assets.introw.io/docs/features/partners/journeys/guides/create-a-journey-from-a-template/steps/06.png?v=1783332265" alt="Set the execution order" />
    </Frame>
  </Step>

  <Step title="Tailor each task">
    For each task you keep, open it and adjust the same inputs you would set when building from scratch:

    * **Due date** - the offset in days after the journey is applied, so each step has a deadline relative to onboarding start.
    * **Assignee** - your team, the **Partner**, a specific **Role** on the partner's team, or a named **Individual** (which can dynamically resolve to the partner's assigned partner manager).
    * **Visibility** - **Public**, **Internal**, or **Assignee** (a partner-assigned task cannot be Internal).
    * **Description** - reword the instructions to match your program's voice and specifics.
    * **Action** - add or change an auto-complete action (**Watch asset**, **Upload**, **Submit form**, **Go to link**, **Complete course**, or **Obtain certificate**) so the task completes itself when the partner acts, with the **Button label** they see. **Complete course** and **Obtain certificate** are especially useful in a certification journey, since they close the task the moment the partner finishes the course or earns the certificate.

    Add steps unique to your program and remove any that do not apply.
  </Step>
</Steps>

## Verify it worked

The new journey appears on [Journeys](https://app.introw.io/tasks) with its tailored tasks and order, ready to apply to partners.

## Related

<CardGroup cols={2}>
  <Card title="Build a journey from scratch" icon="book-open" href="./build-a-journey-from-scratch">
    Start with a blank journey instead.
  </Card>

  <Card title="Assign a journey and track progress" icon="book-open" href="./assign-a-journey-and-track-progress">
    Apply the journey and follow partners through it.
  </Card>

  <Card title="Implementation reference" icon="screwdriver-wrench" href="../technical">
    Full configuration options for journeys.
  </Card>
</CardGroup>