Journey Accelerator task template fields

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read
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    Summary of Journey Accelerator Task Template Fields

    The Journey Accelerator task template allows users to create structured task templates for tracking activities. By filling in specific fields, customers can define the properties and behaviors of each task template, facilitating efficient task management within the ServiceNow environment.

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    Key Features

    • Name: A descriptive name for the task.
    • Table: Select the Journey Accelerator Task [snjatask] table to access template fields.
    • Template: Fields that appear only when a table is selected, tracked in the Journey Accelerator Task [snjatask] table.
    • Mandatory: Set to true for required tasks, false for optional tasks.
    • Type: Choose between Regular (standard tasks) or Calendar (tasks linked to Microsoft Office 365 calendars).
    • Active: Enables the task template for use; only active tasks are available to managers.
    • Task Short Description: A brief overview of the task visible to users from the Journey Accelerator plan.
    • Task Description: A detailed explanation of the task.
    • Parent Plan Table: Connects the task to the higher-level Journey Accelerator Plan [snjaplan] table.
    • Assign to Source: Assigns the task to a user: Employee, Manager, or Mentor.
    • Relative Due Date Trigger: Determines when a task is triggered based on the plan's publish date.
    • Date Offset Type: Defines conditions for task assignment, with a recommendation to use the 'After' condition only.
    • Number of Offset Days: Specifies triggering days; keep hours set to zero.

    Key Outcomes

    By accurately filling out the Journey Accelerator task template fields, ServiceNow customers can effectively manage tasks, ensuring appropriate assignments, scheduling, and tracking of activities to enhance overall efficiency in their processes. Proper configuration can lead to timely task completions in alignment with project timelines.

    To make a task template, fill in the Journey Accelerator task template fields.

    Table 1. Task template fields and description
    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:
    • Mandatory: Set to true to make the task required. Set to false to make the task optional.
    • Type
      • Regular: Standard to-do task template.
      • Calendar: Schedulable task. Creates to-do task linked to Microsoft Office 365 calendar event.
    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:
    • Employee
    • Manager
    • Mentor
      Note:
      Initially, only the first mentor is assigned with to-do tasks in the list with multiple entries. Managers can reassign the to-do tasks to other mentors after the plan is created.
    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.
    • Created
    • End on
    • Start on
    • Updated
    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.
    • On
    • After
    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.
    • Days
    • Hours
    Note:
    Only specify days, and keep hours set at 0 (zero).

    For example: If the Relative Due Date Trigger = Start On, Date Offset type = After, and Number of offset days = 5 days, the task is configured to trigger 5 days after the publish date of the plan.