Considerations for Creating Task Groups in Journeys
Here are some points you need to consider when creating a task group:
- You can configure task groups only on the setup side in the Checklist Templates page. This isn’t possible in the Journeys app.
- You can’t add a task group to an assigned journey or when creating a personal journey.
- You can’t add a task group to a journey template that has the Processing Mode as BI Publisher based notification.
- Task groups that you reuse across journey templates work on the basis of reference. When you update a task group, the changes reflect in all journey templates where the task group is used.
- The Task Group name you configure doesn’t display to users when a journey template that includes that task group is assigned to them in Journeys.
- A journey template can have multiple task groups. But you can’t create a task group within a task group.
- You can’t configure task dependency between tasks in one group and tasks in a different task group. However, you can configure dependency between 2 task groups, say you have 2 task groups – task group A and task group B, you can configure task group B to get activated only when task group A is completed.
- You can’t assign a standalone task group to a user. A task group needs to be part of a journey template.
- A task group is supported as a part of a journey template in these
operations:
- Export and Import functionality to export or import a task group.
- HDL support is scheduled for a future release.
- You can't create a task group in these journey categories:
- Enterprise Onboarding
- Enterprise Onboarding Step
- Guided Journeys
- Survey Journeys