How You Create an Advanced Task in Journeys

The Advanced task type enables you to combine a maximum of 3 task types in a single task instead of creating separate tasks.

For example, you can combine a video, questionnaire, and e-signature task if you want a new hire to watch a video, answer a questionnaire, and electronically sign an agreement as part of their onboarding.

How You Combine Task Types

Determine which task types you need and select the check box next to each of the task types listed in the Create Tasks page. The order of the task types in the setup page and in an assigned task is the same. You can’t change this order:

• Document
• External URL
• Application Task
• Video
• Embedded Learning
• Questionnaire
• Configurable Form
• Electronic Signature
• Report

If you enable Comments and Attachments, it appears after the last task in an assigned task. When you create an advanced task you can add it to your task library or add it from the task library to an assigned journey.

What Happens When Tasks are Combined

You can’t have different owners and performers for each of the tasks in an advanced task. You can have only a single owner or performer for the entire combined task. Not only that, some of the actions or sections are common when you combine the task types. Here’s a list of the common actions and sections:

• Rename Action labels section in Display Properties. All action labels for all the task types being combined are listed.
• Done, Not Applicable, and so on.
• Comments and Attachments
• Notes Header and Notes section. Anything you want to add for all the sub-tasks needs to be part of the single notes section that appears right on top of the advanced task.
• Contact info section

Points to Consider

• You can’t create an advanced task from the Journeys app.
• You can’t use an advanced task in Guided Journeys.
• The DocuSign, I-9, and OPA task types aren’t supported in an advanced task.
• You can't use the same task type as a combination, the task types need to be distinct. For example, you can create an advanced task by combining the Document and External URL task types. However, you can't combine two External URLs.
• If you use Electronic Signature as one of the tasks when configuring an advanced task, then you must configure Electronic Signature Validation by using the Checklist Integrations Functional Setup Manager (FSM) task.
• An advanced task type is supported as part of a journey template in the following operations:
  • When you export and import a single journey template.
  • When you use FSM to export and import journey configuration.
  • When you duplicate a journey template.
  • When you add tasks from the task library.
  • When you add tasks to the task library.
  • When you use HCM Data Loader (HDL).
• Consider the following scenario. You have created an advanced task using the following task types:
  • Questionnaire or Configurable Form
  • Electronic Signature or Report

  In this scenario, you can’t include the responses for the questionnaire or configurable form in the electronic signature document or report of the same advanced task. This is because the responses are not saved in the database until the advanced task is marked complete.