Journey Accelerator task template fields
Summarize
Summary of Journey Accelerator task template fields
Journey Accelerator task templates in ServiceNow enable you to define standardized tasks within a journey plan, streamlining task management and assignment. By configuring template fields, you ensure tasks are clearly described, assigned, and triggered in alignment with plan timelines and roles.
Show less
Key Features
- Name: Assign a descriptive name to each task for easy identification.
- Table: Use the Journey Accelerator Task [snjatask] table to track tasks and access related template fields.
- Template fields: Appear once a table is selected, and include properties tracked in the task table.
- Mandatory setting: Define whether a task is required (true) or optional (false).
- Type: Choose between Regular (standard to-do) and Calendar (schedulable with Microsoft Office 365 calendar integration) task types.
- Active: Toggle to enable or disable the task template; only active templates are available to managers.
- Task short description: Provides a brief summary visible to users in the Journey Accelerator plan and task stages.
- Task description: Offers a detailed explanation of the task’s purpose and requirements.
- Parent plan table: Links tasks to the Journey Accelerator Plan [snjaplan] for hierarchical plan tracking.
- Assign to source: Specifies the assignee role—Employee, Manager, or Mentor. Note that initially only the first mentor receives to-do assignments, but managers can reassign tasks later.
- Relative due date trigger: Defines when a task is assigned relative to the plan’s publish date, based on conditions like Start on (default) combined with offset settings.
- Date offset type: Determines whether the task triggers On or After a specified date; After is recommended and default.
- Number of offset days: Sets the delay in days after the trigger date before the task activates. Only days should be specified, with hours set to zero.
Practical Application
By carefully configuring these fields, ServiceNow customers can automate task creation and assignment aligned with journey plan timelines, ensure clarity and accountability, and integrate with calendar events if needed. For example, setting a task to trigger 5 days after the plan’s start date ensures timely task activation without manual intervention.
To make a task template, fill in the Journey Accelerator task template fields.
| Field | Description |
|---|---|
| Name | Descriptive name for the activity that is associated with the task. |
| Table | Table that is used to track tasks and fields. Select the Journey Accelerator Task [sn_ja_task] table to enable access to the template fields. |
| Template |
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:
|
| Active | Option that enables the task template when selected. Only active tasks are available for managers to use. |
| Task short description | Brief description of the task. This text appears to users from the Journey Accelerator plan. This field appears in the Short description field when you are managing tasks in stages. |
| Task description | Detailed description of the task. |
| Parent plan table | Higher-level table that associates an entry in the Journey Accelerator Task [sn_ja_task] with the table that tracks plans, Journey Accelerator Plan [sn_ja_plan]. Selecting the Journey Accelerator enables access to the plan-related fields. |
| Assign to source | User who is assigned the task:
|
| Relative due date trigger | 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.
Note: Only use the Start on condition. Start on is selected by default. |
| Date offset type | 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.
Note: The After condition is the default selection. We recommend that you use only the After condition. |
| Number of offset days | Condition that is used to trigger when a task is assigned. This condition is evaluated with Relative due date trigger and Date offset type.
Note: Only specify days, and keep hours set at 0 (zero). For example: If the |