FAQs in this section
What are Journey Templates and Journey Tasks?
How can I create a journey template?
How can I create a journey task?
What is task dependency?
What are task delays?
How can I set up a task delay?
How are journey templates used in Deals?
How are start date and start time set for journey tasks?
How are the due date and time set for journey tasks?
How can I set up a task dependency?
Table of Contents
Dependencies in journey templates can be set up only for activities of type ‘Task’.
Follow these steps to add a task dependency:
1. Select a pipeline from the drop-down on the left.
2. Select a sales stage and click Add Activity.
3. Choose Add Task.
4. Add task title and delay time.
5. Select an existing task from the Dependent On drop-down to create a task dependency.
6. Click Save.
Note: You can create a task dependency only between tasks in the same sales stage.
To learn more about Playbooks, click here.
Follow these steps to add a task dependency:
1. Select a pipeline from the drop-down on the left.
2. Select a sales stage and click Add Activity.
3. Choose Add Task.
4. Add task title and delay time.
5. Select an existing task from the Dependent On drop-down to create a task dependency.
6. Click Save.
Note: You can create a task dependency only between tasks in the same sales stage.
To learn more about Playbooks, click here.
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