How You Decide Whether to Use Tasks or Task Groups in Journeys
Here are some differences you need to consider when creating tasks and task groups:
Considerations | Task | Task Group |
---|---|---|
Where to configure? | Checklist Template page > Task Library or in template > Tasks tab | Checklist Templates page > Task Group tab > Create |
When to use? | Create tasks on a case by case basis. | Create task groups when you have common tasks that can be used in different templates. You can use multiple task groups in a journey template. |
How to manage? | Manage as part of template or manage as part of task library. | Go to Task Groups and manage the tasks. Use the Usage tab to track where the task groups are used. |
Is eligibility criteria supported? | Yes, supports eligibility criteria. | Yes, supports eligibility criteria. |
Is task dependency supported? | Yes. Task dependency works based on a one to one mapping. | Yes, it is.
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Can these features be used in all journey categories? | Yes, you can create a task of any type. | No, task groups aren’t supported in categories such as Survey and Guided Journeys. |
Can this be created in the task library? | Yes, you can create and add tasks to the task library. | No, a task group type can’t be created in or added to the task library. |
How do users access the tasks? | Access the task when the journey is assigned. | Access the tasks of a task group as individual tasks on the journeys pages. The task group name is not visible anywhere on the assigned journeys page. |
After a task is assigned, and if the task configuration is updated, will the changes be reflected in assigned journeys? | Yes, using the Update Assigned Journey Attributes Based on Modified Journey Template ESS process. | No, this isn’t supported for task groups. |