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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create and manage action plan task templates

Create and manage the task templates that managers, mentors, and employees can use for their Journey Accelerator plans. Use task templates to provide a consistent and streamlined experience for creating Journey Accelerator plans.

Before you begin

Role required: admin

About this task

Journey Accelerator task templates appear as to-do lists in the Employee Center for managers, mentors, or employees.

Procedure

  1. Navigate to All > Journey Accelerator > Manage Task Templates.

  2. Create a template or modify an existing template.

    For information about the template fields, see Journey Accelerator task template fields.

  3. Click Submit or Update.