Overview of Task Groups in Journeys

A task group is a grouping of common tasks that you can reuse in multiple journey templates. For example, you can create a group of common tasks to use in various onboarding journeys.

You can configure a task group using the Task Groups tab on the Checklist Templates page.

Create Task Groups

Any user who has access to Checklist Templates can create task groups but if you want to restrict the access, you need to configure the role in Category Security. For example, if you add the HR specialist role, only users with that role can create task groups. Roles that you give access to can use Task Group to create a task group.

Configure Task Groups

A task group acts like the parent task to which you add child tasks. You can include one or multiple tasks and keep them as standalone, dependent, or a combination of both. You can also configure task groups that are dependent on each other.

You can specify the name and other details such as the eligibility profile and completion criteria at the task group level or at each specific task level. When you add tasks to a task group, you can either create a new task or add an existing task from the task library. After you create the task group, you select this task group from the Task Group Name drop-down list when adding it to journey template.

Track Usage

If you want to see where a particular task group is used, you can use the Usage tab on the Task Groups page. When you make a change to a task group, the changes reflect in all journey templates in which it is used. When a journey with a task group is assigned, the name of the task group doesn’t display anywhere in the Journeys app. Assignees only see a sequence of tasks that they need to complete. The tasks display based on any activation criteria or dependency that you have configured on the setup side.