Add stage configurations

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Stages group tasks or to-do lists for managers, mentors, or employees as part of a plan configuration. You must set the stage order and associate the stage with a plan configuration.

    Before you begin

    Procedure

    1. Navigate to All > Journey designer > Manage Task Templates.
    2. Open an existing plan configuration and navigate to the Journey Accelerator Stage Configurations section.
    3. Fill in the fields in the form:
      Table 1. Stage configuration fields and descriptions
      Field Description
      Name Auto-filled when you select the Stage name
      Stage name Select the stage name, such as Month 2.
      Stage order Set the order for the stage in multiples of 100
      Active Option that you can select to make the configuration available for use.
      Journey Accelerator plan configuration Select the plan configuration where to add the stage
    4. Click Submit.