How do I associate guided journey tasks with a journey task?
Follow these steps:
- On the home page, click the My Client Groups tab.
- Click Show More under Quick Actions.
- Click the Journey Templates quick action in the Journeys Setup area.
- Click the journey name for whose task you want to associate guided journey tasks.
- In the Overview tab, Tasks section, click the Edit icon for the task where you want to associate guided journey tasks.
- Click the Advanced tab.
- Select the guided journey from the Guided Journey list of values (LoV). The tasks of the selected guided journey will be auto populated in the Journey Tasks field.
- Select the guided journey tasks that you want one task at a time.
- Click Save.
After you associate the guided journey tasks with a journey task, the user can access the guided journey tasks at the section level within the task in an assigned journey.