Journeys

Organize work into collections that preserve context

Features

Powerful Features

Context

Context that applies to all contained items

Sub-Journeys

Nested categories to organize related work

Socras

Atomic units of work and knowledge

Collaborators

Team members with access to the Journey

Defaults

Presets automatically applied to new Socras

Context

Adapt to Your Process

Customize Journeys for any workflow—product development to team collaboration.

Anatomy of a Journey

Collection of related work and knowledge

Organize in meaningful hierarchy

Track progress across all work

Collaborate with team and AI

Build institutional knowledge

Best Practices

Create focused scopes

Use meaningful hierarchies

Add context descriptions

Keep content organized

Review and update regularly

How It Works

Journeys organize related work into meaningful collections that preserve context and enable collaboration.

Quick Overview

1

Create a Journey

Define scope with a clear, purpose-driven name.

2

Add Context

Provide essential background for team understanding.

3

Organize Content

Build hierarchies with Socras and sub-Journeys.

4

Set Defaults

Configure properties that cascade to all contained items.

5

Track Progress

Monitor status and completion across all work at a glance.

6

Build Knowledge

Create a repository of solutions from past work.

7

Collaborate & Manage Access

Control permissions with granular roles.

1

Create a Journey

Journeys provide structure that transforms scattered efforts into coherent progress.

How it works:

  • Click "+" to create a new Journey
  • Name it clearly (e.g., "Product Launch," "Research")
  • Create for major work domains, projects, or focus areas
  • Position appropriately in your hierarchy
  • Align with your team's terminology

Result: Organized work with clear connections to objectives, creating alignment without excessive meetings.

Product preview

2

Add Context

Context connects actions to purpose and gives AI memory of your work.

How it works:

  • Write concise, informative descriptions
  • Include goals, constraints, and success criteria
  • List key stakeholders and expectations
  • Link to relevant resources
  • Update as circumstances change

Result: More efficient work, faster onboarding, shared understanding, and quicker, more consistent decisions.

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3

Organize Content

Strategic organization prevents duplicated efforts and lost knowledge.

How it works:

  • Add Socras for actionable work
  • Create sub-Journeys for specialized areas
  • Build clean, nested hierarchies
  • Reorganize as relationships evolve
  • Use consistent organization patterns
  • Consider both chronological and categorical organization

Result: Easily findable information, reduced search time, and visible work patterns without manual reporting.

Product preview

4

Set Defaults

Consistent properties create predictable workflows with minimal configuration.

How it works:

  • Configure status options for this Journey
  • Set default assignees
  • Establish priority guidelines
  • Let properties cascade to all Socras

Result: Standardized workflows without process documents and clear, consistent communication.

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5

Track Progress

Journey-level tracking reveals patterns invisible at the individual Socra level.

How it works:

  • Filter Socras by status, assignee, or properties
  • Focus on specific areas via Journey selection
  • Identify bottlenecks
  • Track velocity for better planning
  • Use for standups instead of building reports

Result: Visibility without reporting overhead, focus on systemic issues, and more predictable work through pattern recognition.

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6

Build Knowledge

Journeys transform from organizers into valuable knowledge repositories.

How it works:

  • Preserve completed Socras
  • Review to extract patterns and learnings
  • Create "Knowledge" Journeys for key insights
  • Reference past work when similar challenges arise
  • Use search to quickly locate relevant history
  • Share access during onboarding
  • Export key findings when needed

Result: Institutional memory that survives team changes, readily available solutions, and accelerated effectiveness for new members.

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7

Collaborate & Manage Access

Precise permission control ensures information flows to those who need it.

How it works:

  • Share specific Journeys with the right people
  • Assign granular roles:
    • Admin: Manage settings and permissions
    • Editor: Create and modify content
    • Commenter: View and comment only
    • Viewer: View-only access
  • Invite team members, clients, or collaborators
  • Create public or private Journeys as needed
  • Use permission inheritance with option to override

Result: Manageable security, seamless cross-department collaboration, and appropriate information access for all stakeholders.

Product preview

Questions & answers


What are Journeys?

Collections that transform scattered work into coherent progress. They preserve context, organize work hierarchically, and help break down complex goals into actionable Socras.


How do Journeys organize work?

Through meaningful hierarchies. Each Journey contains Socras (atomic units of work) and sub-Journeys (nested categories), with context that cascades down to all contained items.


What makes Journeys powerful?

Context preservation and hierarchical organization. Every Journey maintains essential context that helps you and socra AI understand how each piece of work connects to your broader goals.


How do Journeys help solve problems?

By breaking down complex challenges into organized, actionable steps. The hierarchical structure helps you move from high-level strategy to specific tasks while maintaining context at every level.


How should I structure my Journeys?

Create focused scopes with meaningful hierarchies. Start with major goals, break them into sub-Journeys for related work, and add Socras as atomic units of execution.