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

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?

  • Using the Task Library tab in the Checklist Templates setup page.

  • Selecting Add to Library on the Tasks tab of the checklist template.

You have the option to save a task to your personal task library when you create a new task:

  • When creating a personal journey

  • When editing a personal journey

  • When managing an assigned journey

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:

  • When creating a personal journey

  • When editing a personal journey

  • When managing an assigned journey

You can select a personal task in these scenarios:

  • When creating a personal journey

  • When editing a personal journey

  • When managing an assigned journey

Who can use these tasks?

Anyone

Only you