Manage to-do templates created by managers in Journey designer

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer
  • Modify and manage to-do task templates that managers create.

    Vorbereitungen

    Role required: admin

    Warum und wann dieser Vorgang ausgeführt wird

    Prozedur

    1. Navigate to All > Journey designer > Manage Manager Task Templates.
    2. Open a task template, or click New.
    3. Modify or complete the fields in the form.
      For detailed information on the fields in the form, see Journey designer Model task fields.
    4. Click Submit or Update to save the form.