How do I enable guided journey tasks in an assigned journey task?
In this example, you're associating guided journey tasks that will display to Rina who is a new hire in Vision Corp, India when she's performing onboarding tasks.
The guided journey tasks are intended to provide guidance to Rina for the various tasks in the onboarding process.
- Go to My Client Groups and click Show More under Quick Actions.
- In the Journeys Setup area, click Journey Templates.
- Click the onboarding 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. 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.
When Rina starts the onboarding journey assigned to her, she can access the guided journey tasks at the section level within the nonguided journey task.