Overview of Journey Tasks
This topic describes the key features about tasks and the task library.
Tasks
You can configure tasks as optional or required.
When you send a reminder, the reminder is per task and not a single reminder for multiple tasks. Tasks that are incomplete in a particular step are automatically carried forward to the next step in the onboarding process.
Although you can specify task description this isn't visible to task performers or editable in the task pages.
Dependent Tasks
You can also configure tasks as having dependent tasks. For example, a task where the worker needs to request for their identity badge could have a preceding task where the worker needs to verify their personal information details.
- A dependent task can have only 1 preceding task.
- The dependent task will appear greyed out (displayed with a locked icon) until the preceding task is in terminal status.
- HR specialists and line managers can't send reminders, reassign, or edit dependent tasks that are disabled.
Task Library
The task library is a repository of reusable tasks from which you can select and add tasks to a journey template or an assigned journey. The tasks in the library comprise both predefined tasks and personal tasks.
Any changes you do to the task details of a task in the task library won't be reflected in a task that's already added to a journey template. When a task is added from the task library, eligibility profile isn't evaluated since tasks in the task library don't have eligibility profile associated.
You can't add tasks from a task library to a contextual or guided journey because tasks created in contextual and guided journeys are different. Not all task attributes are supported for tasks that are part of a contextual or guided journey.
The Enterprise Onboarding Step journeys that you create on the Tasks tab of an Enterprise Onboarding category journey can't be added to the task library.
When selecting a task from the library you can use the task description to see if it’s relevant for the journey.
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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 |
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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. |
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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 |