When creating a journey, journey templates or reusable steps, you’ll be asked to add tasks to guide employees through each process. Each task includes specific fields to fill out—let’s explore what these fields mean.
1. Task type
At the moment we support the following types of tasks:
Task: A standard task where you can write out instructions for the employee.
File upload: Request the employee to upload specific files to a designated directory.
Profile data: Ask the employee to update information in their profile.
2. Name and instructions
Provide a clear, concise name for the task. Use the instructions field to give more detailed guidance, ensuring employees understand exactly what to do.
3. Assign
Assign the task to specific employees. Filter by employees, departments & groups and roles to target the right participants.
4. Task type specific fields
Each task type comes with its own additional unique field to capture the required information or action. Below, we explain which fields are available for each task type.
Task
Attach file: You can upload a file if needed.
File upload
Upload directory: Specify the destination where files should be uploaded.
Profile data
Fields to be edited: Select the profile fields you want the employee to update or complete.