Journey Task Library
The task library is a repository of reusable tasks that you create and maintain for use in journeys. The tasks in the library comprise both predefined tasks and personal tasks.
When selecting a task from the library you can use the task description to see if it’s relevant for the journey.
Points to Consider |
Predefined Tasks |
Personal Tasks |
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Who can access the tasks? |
Users having access to Checklist Templates |
Users having access to Create or Manage Journeys |
How do I add tasks to the library? |
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You have the option to save a task to your personal task library when you create a new task:
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How do I manage these tasks? |
Using the Task Library tab in the Checklist Templates setup page. |
Currently it's not possible to edit or delete personal tasks. |
How do I use these tasks? |
You can select a predefined task in these scenarios:
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You can select a personal task in these scenarios:
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Who can use these tasks? |
Anyone |
Only you |