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?
How can I set up a task dependency?
What are task delays?
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 delay?
Table of Contents
Follow these steps to add a delay:
1. Go to Journey Templates.
2. Select a pipeline from the drop-down on the left.
3. Select a sales stage and click Add Activity.
4. Click Add Task.
5. Add task title and task dependency (under the Dependent on drop-down).
6. Enter the delay time in days or hours in the Delay By field.
7. Click Save.
Note: If you do not add a task under Dependent on, then the delay will be based on the completion of the previous stage.
To learn more about Playbooks, click here.
1. Go to Journey Templates.
2. Select a pipeline from the drop-down on the left.
3. Select a sales stage and click Add Activity.
4. Click Add Task.
5. Add task title and task dependency (under the Dependent on drop-down).
6. Enter the delay time in days or hours in the Delay By field.
7. Click Save.
Note: If you do not add a task under Dependent on, then the delay will be based on the completion of the previous stage.
To learn more about Playbooks, click here.
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