How to create your own journey templates
Next to the standard Journey Templates that come preloaded with TheyDo, you can also create your own.
To create a template in TheyDo:
Create a new Journey and define its phases and lanes.
In the Journey editor, add different lanes, choose lane types, and customize descriptions for each. You can also lock lanes to prevent non-admins from making changes.
Once your journey is set up, click on the ••• menu, select 'Save as Template,' and provide a name, description, and image for your template.
The Journey used to create the template can be removed afterward, as TheyDo templates only save the outline, not the content.
Organization admins can easily change the name, image and description of any template in your Settings, under Journey templates. This is useful in making sure that your team works in the same consistent way.
This is also where you’ll find a list of all of your organization’s templates. You can customize the way they appear in your ‘New Journey’ flow. If you only want your own custom templates to be available, you can toggle off the default templates at the bottom of this list.