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

Journey Accelerator task template fields

To make a task template, fill in the Journey Accelerator task template fields.

Field	Description
Name	Descriptive name for the activity that is associated with the task.
Table	Table that is used to track tasks and fields. Select the Journey Accelerator Task \[sn\_ja\_task\] table to enable access to the template fields.
Template	Template fields that appear only when a table is selected. Template fields are tracked in the Journey Accelerator Task [sn_ja_task] table. The following settings apply to the overall properties of the task: Mandatory: Set to true to make the task required. Set to false to make the task optional. Type Regular: Standard to-do task template. Calendar: Schedulable task. Creates to-do task linked to Microsoft Office 365 calendar event.
Active	Option that enables the task template when selected. Only active tasks are available for managers to use.
Task short description	Brief description of the task. This text appears to users from the Journey Accelerator plan. This field appears in the Short description field when you are managing tasks in stages.
Task description	Detailed description of the task.
Parent plan table	Higher-level table that associates an entry in the Journey Accelerator Task \[sn\_ja\_task\] with the table that tracks plans, Journey Accelerator Plan \[sn\_ja\_plan\]. Selecting the Journey Accelerator enables access to the plan-related fields.
Assign to source	User who is assigned the task:- Employee - Manager - Mentor Note: Initially, only the first mentor is assigned with to-do tasks in the list with multiple entries. Managers can reassign the to-do tasks to other mentors after the plan is created.
Relative due date trigger	Condition that is used to trigger when a task is assigned based on the publish date of the plan. This condition is evaluated with Date offset type and Date offset type.- Created - End on - Start on - Updated Note: Only use the Start on condition. Start on is selected by default.
Date offset type	Condition that is used to trigger when a task is assigned. This condition is evaluated with Relative due date trigger and Number of offset days.- On - After Note: The After condition is the default selection. We recommend that you use only the After condition.
Number of offset days	Condition that is used to trigger when a task is assigned. This condition is evaluated with Relative due date trigger and Date offset type.- Days - Hours Note: Only specify days, and keep hours set at 0 (zero). For example: If the `Relative Due Date Trigger = Start On`, `Date Offset type = After`, and `Number of offset days = 5 days`, the task is configured to trigger 5 days after the publish date of the plan.

Parent Topic:Journey Accelerator reference