Example of Embedding an Application Task Region in a Journey Task

You can reduce navigation and complete application tasks faster by using the task regions embedded within a journey task. You do this by configuring an Embedded Application Task and selecting the appropriate region.

Let’s see an example procedure for configuring the Document Records task region in the Embedded Application Task for the Document Records task.

1. On the application home page, click the My Client Groups tab.
2. Click Show More under QUICK ACTIONS.
3. Click Checklist Templates in the Employment area.
4. Search and click the journey name for whose task you want to embed the task region.
5. Click the Tasks tab.
6. Click the Upload your Document Records task name for which you want to embed the task region.
7. On the Details tab, in the Task Type list, select Embedded Application Task.
8. In the Embedded Application Task field, select Document Records.
9. Click Save and Close two times.
10. Click Done.
11. Click the Journeys App on the home page.
12. On the Explore tab, search the click the journey name containing the Document Records task where you embedded the Document Records task region.
13. Click Assign Journey and assign the journey to a person.
14. Log in as the person to whom the journey is assigned.
15. Click the assigned journey and expand the Upload your Document Records task.
16. Enter the document record details on the journeys task page in the embedded region.
17. Click Save.
18. Mark the task as Done.