Task template fields

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.
• Editable: Set to true to enable users to modify task fields. Set to false so that users can't modify certain fields in the task.

Note: When editable = false, the following occurs:

• The plan creator can't change the To-do name, To-do description, or This to-do is optional fields.
• Users can't delete the to-do task from a plan.
• Type
• Regular: Standard to-do task template.
• Calendar: Schedulable task. Creates to-do task linked to Microsoft Office 365 calendar event.

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.

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.

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.

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.