How do I configure a task to display details of a preceding completed task?
Consider this example where a line manager wants to share feedback with the employee about the onboarding process. The manager creates a questionnaire feedback task and an acknowledgment task to be filled in by the employee.
You need to configure the acknowledgment task so that the employee can select to view the feedback task. To do this, 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 where you want to configure a task to display its preceding task.
- In the Tasks section, click the Edit icon for the task where you want to configure the preceding task.
- Click the Advanced tab.
- Select or enter these values as applicable. For other fields, enter suitable values
or use default values.
Field Value Preceding Task Select name of preceding task Display preceding task Yes View Preceding Task Enter a custom label or retain default label - Click Save.
After you configure the task, the manager can assign the journey to the employee. The comments and attachments added by task performer in the preceding task is visible to the user viewing the preceding task. When the manager completes the feedback task in the journey, the employee has an option to view the feedback task before they complete the acknowledgment task.