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 can I set up a task delay?
How are journey templates used in Deals?
How are the due date and time set for journey tasks?
How are start date and start time set for journey tasks?
Table of Contents
By default, start date and start time are set to the date and time when a deal enters a sales stage.
However, the start date and start time of a journey task can vary in two cases.
Case 1:
The task does not depend on any other task and task delay is not specified. In this case, the start date and start time are set to the date and time when the deal entered the sales stage.
Case 2:
The task depends on another task. In this case, the start date and start time depend on the completion date of the parent task. When a delay is specified on a task, then it’s start date depends on the completion of the parent task and the delay.
To learn more about Playbooks, click here.
However, the start date and start time of a journey task can vary in two cases.
Case 1:
The task does not depend on any other task and task delay is not specified. In this case, the start date and start time are set to the date and time when the deal entered the sales stage.
Case 2:
The task depends on another task. In this case, the start date and start time depend on the completion date of the parent task. When a delay is specified on a task, then it’s start date depends on the completion of the parent task and the delay.
To learn more about Playbooks, click here.
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