Create and manage action plan task templates

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Create and manage the task templates that managers, mentors, and employees can use for their Journey designer plans. Use task templates to provide a consistent and streamlined experience for creating Journey designer plans.

    Antes de Iniciar

    Role required: admin

    Por Que e Quando Desempenhar Esta Tarefa

    Task templates appear as to-do lists in the Employee Center for managers, mentors, or employees.

    Procedimento

    1. Navigate to All > Journey designer > Manage Task Templates.
    2. Click New, or open an existing plan configuration.
    3. Fill in the fields in the template form.
      For more information see Task template fields.
    4. Click Submit.