Journey owners (managers) and mentors create templates of tasks, such as scheduling a
meeting or taking a learning course, to assign to employees' journeys.
Antes de Iniciar
Role required: Modifier [sn_jny.writer]
Procedimento
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From the Employee Center, navigate to .
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Select Create task template.
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On the form, fill in the fields:
Tabela 1. Create a task template form
| Field |
Description |
| Task type |
Option to select a task type to display other fields in the form.
- General Task
- Schedule a meeting
- Take a learning course
|
| Task name |
A descriptive name of the task. |
| This task is for |
Option to select from a list of user types employee, manager, mentor, or specify the name of the employee that this task is for. |
| Watchlist |
Option to add additional people to be notified about this task. |
| Share with |
Option to share the task template with other employees. |
| Task description |
Details about this task. |
| Due Date |
Option to select by when the employee must complete the task. |
| This task is optional |
Option to set this task to optional. |
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Select Create task template.