1. Implementing and Using Journeys
  2. Example of Creating a Task Group in Journeys

Example of Creating a Task Group in Journeys

As a HR specialist, you need to create a task group that includes 3 common tasks that new hires need to do as part of their onboarding. You add this task group to an onboarding journey template that you created previously.

Before You Start

  1. Create an onboarding journey template titled New Hire Onboarding for Vision Corp.
  2. This example assumes you have created 2 tasks with sequence 1 and 2 respectively. Task 1 is Welcome the New Hire and task 2 is Sign the Confidentiality Agreement.

Create the Personal Information Task Group

  1. Go to My Client Groups > Employment > Checklist Templates quick action or Setup and Maintenance > Checklist Templates task.
  2. Click Task Group on the Checklist Templates page and then click Create.
  3. Specify the name of the task group and click OK.
  4. Enter values as indicated in this table. For other fields, use the default values.
    Field Value
    Name Personal Information
    Status Active
    Description Task group to use in onboarding journeys.
    Completion Criteria All mandatory tasks completed
  5. Click OK.
  6. Click Save and then click the Tasks tab.
  7. Click Create and then click Create Task. Enter details for Task 3 and repeat the same for Tasks 4 and 5.
    Field Task 3 Task 4 Task 5
    Name Watch the Video on Updating Personal Details Update Personal Info Update Contact Info
    Status Active Active Active
    Sequence 3 4 5
    Required Yes Yes Yes
    Preceding Task Sign the Confidentiality Agreement Not applicable Not applicable
    Target Duration 2 days 2 days 2 days
    Performer Worker Worker Worker
    Owner Initiator Initiator Initiator
    Task Type Video: Embedded URL: URL

    Application Task: Personal Details

    Application Task: Contact Info
  8. Click Save and Close.

Include Task Group in New Hire Onboarding for Vision Corp Journey

  1. In Checklist Templates, search for the New Hire Onboarding for Vision Corp journey template.
  2. Open the template and click the Tasks tab.
  3. Click Create Task from Task Group.
  4. Enter values as indicated in this table. For other fields, use the default values.
    Field Value
    Name Personal Information
    Sequence 3
    Required Yes
    Preceding Task Sign the Confidentiality Agreement
    Task Group Name Personal Information
  5. Click Save and Close.

When this journey is assigned, workers will see only the list of tasks based on the sequence. The name of the task group won’t display in the Journeys app.