Journey Accelerator task template fields
Summarize
Summary of Journey Accelerator Task Template Fields
The Journey Accelerator allows customers to create task templates by filling in specific fields. These templates streamline task management within the Journey Accelerator framework, enabling effective tracking and execution of activities associated with plans.
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Key Features
- Name: Descriptive title for the task.
- Table: Utilize the Journey Accelerator Task [snjatask] table to manage template fields.
- Template: Fields specific to the selected table, enabling template tracking.
- Mandatory: Define task necessity (true for required, false for optional).
- Type: Choose between Regular (standard tasks) and Calendar (scheduling with Microsoft Office 365).
- Active: Determines if the task template is available for use by managers.
- Task Short Description: Brief user-facing description of the task.
- Task Description: In-depth description of the task's purpose and requirements.
- Parent Plan Table: Links tasks to higher-level plans in the Journey Accelerator Plan [snjaplan].
- Assign to Source: Designates task assignees, including Employee, Manager, or Mentor.
- Relative Due Date Trigger: Sets conditions for task assignment based on the plan’s publish date.
- Date Offset Type: Defines how task timing is calculated, with a recommendation to use "After".
- Number of Offset Days: Specifies the days that determine task assignment timing.
Key Outcomes
By effectively utilizing the task template fields, ServiceNow customers can create structured tasks that enhance accountability, ensure timely execution, and optimize the management of their Journey Accelerator plans. This results in improved project tracking and resource allocation.
To make a task template, fill in the Journey Accelerator task template fields.
| Field | Description |
|---|---|
| Name | Descriptive name for the activity that is associated with the task. |
| Table | Table that is used to track tasks and fields. Select the Journey Accelerator Task [sn_ja_task] table to enable access to the template fields. |
| Template |
Template fields that appear only when a table is selected. Template fields are tracked in the Journey Accelerator Task [sn_ja_task] table. The following settings apply to the overall properties of the task:
|
| Active | Option that enables the task template when selected. Only active tasks are available for managers to use. |
| Task short description | Brief description of the task. This text appears to users from the Journey Accelerator plan. This field appears in the Short description field when you are managing tasks in stages. |
| Task description | Detailed description of the task. |
| Parent plan table | Higher-level table that associates an entry in the Journey Accelerator Task [sn_ja_task] with the table that tracks plans, Journey Accelerator Plan [sn_ja_plan]. Selecting the Journey Accelerator enables access to the plan-related fields. |
| Assign to source | User who is assigned the task:
|
| Relative due date trigger | Condition that is used to trigger when a task is assigned based on the publish date of the plan. This condition is evaluated with Date offset type and Date offset type.
Note: Only use the Start on condition. Start on is selected by default. |
| Date offset type | Condition that is used to trigger when a task is assigned. This condition is evaluated with Relative due date trigger and Number of offset days.
Note: The After condition is the default selection. We recommend that you use only the After condition. |
| Number of offset days | Condition that is used to trigger when a task is assigned. This condition is evaluated with Relative due date trigger and Date offset type.
Note: Only specify days, and keep hours set at 0 (zero). For example: If the |