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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Manage to-do templates created by managers

Modify and manage to-do task templates that managers create.

Before you begin

Role required: admin

About this task

Procedure

  1. Navigate to All > Journey Accelerator > 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 Accelerator Model Task fields.

  4. Click Submit or Update to save the form.