Journey Accelerator task template fields

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 2 min. de leitura

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

    Tabela 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
      Nota:
      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
    Nota:
    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
    Nota:
    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
    Nota:
    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.