Create an Advanced Task in Journeys

You want to combine a video, questionnaire, and an e-signature task in a single task to include in an onboarding journey template.

You create an advanced task with these 3 task types and add them to the onboarding journey template for new hires in your organization.

Before You Start

• Create an onboarding journey template.
• Define a questionnaire with questions related to the onboarding process.
• Create a video on the organization’s work culture.

Create Task: Complete Your Onboarding Journey

1. In the Setup and Maintenance work area, go to the Checklist Templates task.
2. Search for and open the onboarding journey you created.
3. Click the Tasks tab.
4. Click Add and enter details as detailed here. For other fields, use default values.

   Field	Values
   Name	Complete Your Onboarding Journey
   Status	Active
   Description	Watch the video, complete the questionnaire, and sign the confidentiality agreement.
   Task Type	Advanced
   Video	Selected
   Video Type	Embedded URL
   URL	https://www.youtube.com/embed/tsl5Zsbk8VQ
   Questionnaire	Onboarding questionnaire
   Electronic Signature	Selected
   Signature Type	Electronic Signature – Native
   Validation Type	DisplayNameOnly

5. Click OK.