Perform the following steps to create a simple task activity:
Under the desired phase, click + Create activity, as shown in the image below.
Under Activity name, enter a descriptive name for the activity.
Under Which activity do you want to create?, use the radio button to select Create task, as shown in the image below.
Under Task type, choose Assign a simple task from the drop-down menu to create a simple task.
Under Stakeholder who will complete this task, choose one of the stakeholders from the drop-down menu to create a form task.
In the task configuration screen that appears, provide the following details:
Under Title, enter a title for the task. To personalize it, click Insert placeholders to dynamically include values from form fields, such as the employee’s name, department, or joining date.
Under Description, provide a clear and concise summary of the task to help stakeholders understand its purpose. You can also include placeholders in the desciption.
Under Select due date, you can configure the due date using the following fields:
Days – Specify the number of days.
Filter – Choose a condition: Before, After, or On.
Select date – Select a specific date.
At – Specify the time in hh:mm format.
For Example, to set the task due 2 days after the journey start date at 10:00 AM, select After from the Filter drop-down, enter 2 in the Days field, choose the journey start date in the Select date field, and specify 10:00 in the At field.
Click + Add journey data to include fields from the initiator form, or from activities that will be completed before this activity.
Note: You can configure additional settings under Show advanced options, such as choosing to make the activity non-mandatory, adding triggers, and conditions. For more information about the Advanced options, see Configure Advanced Options in Activities.
