Create and update task templates for plan configurations

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Plan owners create and update task templates that are used in plan configurations.

    Vorbereitungen

    Role required: Owner or co-owner of a Journey designer plan configuration.

    Warum und wann dieser Vorgang ausgeführt wird

    Journey designer plan configuration owners can change or create task templates for a plan configuration.
    • Add task templates to a stage.
    • Create a task template.
    • Preview a template as a selected employee.
    • Publish a journey template (plan configuration) for approval by reviewer.
      Hinweis:
      If a plan configuration doesn't have any assigned approver, the plan configuration is immediately published when the changes are submitted.
    • Plan configurations that are published and currently in use aren’t impacted by changes.

    Prozedur

    1. From the Employee Center service portal, navigate to the Journeys page.
    2. Select the Journey templates tab.
    3. Select the plan configuration that you want update.
      Owners can add task templates to a stage or update a template already in a stage.
    4. Add or update a task template.
      OptionsDescription
      Add task template
      1. Select Add task template for the Stage that includes the task template you’re adding a task template to.
      2. Select Use task templates and click Next.
      3. Select all the templates that you want to add.
      4. Select Use templates.
      5. Select Add Templates.
      Update task template
      1. Select Edit task template next to the task template that you’re changing.
        Tipp:
        Edit task template is listed under the vertical ellipses.
      2. Update the task template.
      3. Select Publish changes.
    5. Select Publish changes.
    6. In the Submit for approval window, add information about the changes.
      Add any necessary instructions for approvers.
      Hinweis:
      Plan configurations need only one approval to be published. If you have multiple approvers for a plan configuration, communicate any special instructions for the review and approval workflow to all approvers.
    7. Select Submit.
      An approval request task is sent to each of the approvers for the plan configuration.