Last updated: 2025-12-16

Source: https://support.freshservice.com/support/solutions/articles/50000011402-impact-of-skipping-a-phase-or-an-activity-in-an-ongoing-journey-request

As a Journey Request Owner, you may occasionally need to skip a phase or an activity in a journey request. This might be necessary when a phase or task is no longer relevant, the employee’s role or details have changed, or there was an error in the original setup.

Important: Skipping should be used with caution. It permanently removes key parts of the journey and may impact reporting, compliance, and downstream processes.

Skipping a Phase/Activity

When you skip a phase, the system performs the following actions:

  • All activities within the phase will be skipped.
  • All tasks associated with those activities will be cancelled, including pending or in-progress tasks.
  • If any of the activities include linked tickets, those tickets will be automatically closed.
  • Agents and employees can see the tasks in the Agent Portal or Support Portal under Past activities.
  • Any data entered in partially completed tasks will be lost permanently.
  • You cannot skip a completed phase/activity.
  • You cannot skip a phase/activity marked as mandatory.
  • You cannot skip a phase or an activity if it contains unresolved dependencies/activities or is linked to a condition in a later stage.
  • Best Practices for Skipping

    To minimize disruption and data loss:

  • Skip only when absolutely necessary – Avoid skipping unless the activity or phase is clearly obsolete or incorrect.
  • Review task statuses – Check whether tasks have already been started or completed before skipping.
  • Check for dependencies – Ensure the activity or phase isn’t tied to conditions, triggers, or downstream actions in the journey request.