How do I configure the summarized task list journey layout option for assigned journeys?

Follow these steps:

  1. On the home page, click the My Client Groups tab.
  2. Click Show More under Quick Actions.
  3. Click the Journey Templates quick action in the Journeys Setup area.
  4. Click the journey name where you want to configure the summarized task list layout option.
  5. Under the Overview tab, Journey layout options section, click the Edit Journey layout options icon.
  6. Select the Summarized task list option, and click Save.

After you configure the Summarized task list option, and a journey based on this template is assigned to an employee, the employee will view the tasks in a summarized layout, instead of the task list layout.