Manage to-do templates created by managers in Journey designer

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura
  • Modify and manage to-do task templates that managers create.

    Antes de Iniciar

    Role required: admin

    Por Que e Quando Desempenhar Esta Tarefa

    Procedimento

    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.