📌 Note: The screenshots and settings shown in this article may not match what you see in your own platform, as Rosterfy is highly customisable. If you need guidance specific to your setup, please contact our support team.
Journey Step Categories are used to group similar stages of a progression pipeline together, primarily for tracking and reporting purposes. Assigning steps to a category allows Administrators to pull high-level reports on Volunteer progress, making it easy to see exactly how many users are at specific phases of their onboarding or training journey without having to filter by individual steps.
Journey Step Categories can be applied when creating or updating a Journey Step. See the Create and Update a Journey article for more information.
Click Workflows > Journeys.
Click the Step Category tab.
Click the Create button. The Create Step Category screen appears:
Enter a step category name in the Name field.
Click the Save button. The Step Category appears in the list of the Step Category tab.
💡Tip: Click the More Actions menu on the Step Category to update the name or remove the Step Category.