Add tasks to an activity set using Journey designer

  • Release version: Australia
  • Updated January 14, 2026
  • 1 minute to read

    • Add tasks to a Lifecycle Events activity set to personalize an employee’s journey. Adding tasks gives you the flexibility to tailor journeys to individual employee needs without modifying the underlying journey configuration.

    Before you begin

    An administrator must enable team tasks before you can add tasks to an activity set from the Journey detail page. For more information about enabling this feature, see Enable team tasks.

    Role required: manager [sn_jny.reader or sn_jny.writer]

    Procedure

    1. Navigate to All > Employee Center > Journeys.
    2. Select a journey for an employee on your team.
      The Journey detail page for the employee you selected appears.
    3. In the topic header widget, select Edit Journey.
      Tip:
      The topic header widget is the widget that reflects the name of the journey.
    4. In the Stages widget, select the activity set to which you want to add a task.
      A corresponding widget that lists the tasks associated with the selected activity set appears.
    5. Select Add tasks.
      The Create a new task panel appears.
    6. In the panel, set the following fields.
      Table 1. Create a new task panel
      Field Description
      Task type The type of task that you want to assign to your employee.
      Use the drop-down list to select the task that you want to assign. You can select from the following options:
      • Add a catalog request
      • Add a learning assignment
      • Add an order guide
      • Complete a general to-do
      • Schedule a meeting
      Task name A title for the task that you want to create.
      This task is for The employee to whom you want to assign the task.
      Watchlist Option to add additional employees to be notified about this task.
      Task description Details you want to provide about the task.
      Date Option to specify when the employee must complete the task.
      Attachment A link to attach files that are pertinent to the task.
      This task is optional Check box to specify whether the task is optional.
      Note:
      The fields that appear on this panel are dynamic and change based on your selections.
    7. Select Create task.
      The task appears in the list of tasks for the selected activity set with a draft label.
    8. In the topic header widget, select Republish to publish the task and make it visible to the employee.