Considerations for Creating Journey Tasks

Whether it's a predefined task or a brand new task, a task becomes relevant only when you add it to a journey. Most often, you can use predefined tasks that are available but sometimes you may have to create new tasks altogether.

Here are some scenarios in which you can create a new task

  • When you create a personal journey

  • When you edit a personal journey

  • When you manage an assigned journey

This table lists the things you should keep in mind when selecting tasks from task library or creating new tasks.

Task

What task attributes can you create or modify

Things to keep in mind

Added from library

For Manual, External URL, Video, and Document task types you can change all task attributes.

For other task types, you can modify only some of the attributes.

Tasks are assigned to the performer as of the date you specify in the Assign Date field.

Any notes that are part of the library task appear in the notes field with the HTML tags.

Created newly

You can create new tasks only of the type Manual task, External URL, Video, Document, Learn Community, and Learn Enrollment.

You can save the task to your personal task library.

The Notes field in the task page when you add a new task doesn't support rich text editor.

Here are a few points to note:
  • The task that you add to an assigned journey or a personal journey can't be a predecessor task to another task and can't have any tasks that precede it.

  • New tasks are added to the end of the existing task list in the journeys page.

  • After you assign a task to a performer, you can edit the due date, reassign the task, or remove the task.