Link the Checklist Template to Pages and Sections

You need to link the template to the relevant pages and sections to display the guided journey tasks.

Here’s how you link the checklist template to the Benefits pages and sections:

1. Create a Sandbox with Structure and Page Composer as tools and launch it.
2. On the Home page, click My Client Groups, HCM Experience Design Studio.
3. Select Before You Enroll from the Action list and click Add.
4. Add the basic details.
5. On the Show or Hide Regions section of the Edit Rule page, click the edit icon next to Page-level guided journey configuration.
6. Search for the checklist template that you have set up, select the template, and click OK.
7. Select the checklist tasks that you want to link to the Before You Enroll page from the Task list.
8. Repeat steps 5-7 if you want to add guided journey tasks to these sections too:
   1. People to Cover
   2. Beneficiary Organizations
   3. Personal Info. If the Personal Info attribute is not enabled by default, you need to make it Visible from the Available Attributes section of the Edit Rule page.
9. Click Save and Close.
10. Select Benefits Election Overview from the Action list and click Add.
11. Repeat steps 4-7 to set up the page-level guided journey configuration.
12. Click Save and Close.