Create a task template
Journey owners (managers) and mentors create templates of tasks, such as scheduling a meeting or taking a learning course, to assign to employees' journeys.
Before you begin
Role required: Modifier [sn_jny.writer]
Procedure
From the Employee Center, navigate to Journeys > My templates.
Select Create task template.
On the form, fill in the fields:
| Field | Description |
|---|---|
| Task type | Option to select a task type to display other fields in the form.- General Task - Schedule a meeting - Take a learning course |
| Task name | A descriptive name of the task. |
| This task is for | Option to select from a list of user types employee, manager, mentor, or specify the name of the employee that this task is for. |
| Watchlist | Option to add additional people to be notified about this task. |
| Share with | Option to share the task template with other employees. |
| Task description | Details about this task. |
| Due Date | Option to select by when the employee must complete the task. |
| This task is optional | Option to set this task to optional. |
- Select Create task template.
Parent Topic:Managers, mentors, and employees work with journeys in the Employee Center