Journey Manager (JM) Previously known as Transact Manager (TM). | System Manager / DevOps | 5.1 & Higher This feature is related to 5.1 and higher.
Journey Manager allows you to create tasks based on forms and assign them to users or groups. The task can have prefill data associated with it, and completes when one of the assignees completes the task form.
In Manager, a task is a combination of:
Internal tasks are also created when a user has not completed a transaction, for example, when they have saved but not submitted a form, submitted but not paid or added attachments, and so on.
A task consists of a form that needs to be filled in by a user. It may contain some prefill data for form customization, such as reference numbers, a task subject, and a task message that is used to identify the task to the user or other users, for example, a reviewer. When a task is created, Manager generates a submission object that is marked as a task and contains all task's related data. As the user opens and completes the task, the submission is updated as per its normal life cycle.
An assigned task type can be one of the following:
Tasks can be assigned to either a single user or a group of users. The task status indicates whether the task is assigned, completed or has expired. Task expiration is controlled via an optional expiry date. When a task expires, it can invoke a Task Expiry Process service to notify an external system about the task expiry.
You can abandon a task if it's not required any longer or can't be performed.
Next, learn how to view all tasks.