Timeline activities and operational tasks
Add client-visible or internal activities, create tasks, assign responsibility and record completion.
14 guides
Service Journeys
Open guide →GuideAdd a timeline activity
Enter required label and description and choose client visibility.
Open guide →GuideComplete activity title
Required, maximum 191 characters.
Open guide →GuideComplete activity details
Required timeline description.
Open guide →GuideSet activity client visibility
Select Visible to client only when the note is appropriate for the portal.
Open guide →GuideCreate a journey task
Enter title, optional details, due date, assignee and visibility/action flags.
Open guide →GuideComplete task title
Required task title.
Open guide →GuideComplete task description
Explain the required work.
Open guide →GuideSet task due date
Enter the task due date when applicable.
Open guide →GuideAssign a task to staff
Choose an active staff member.
Open guide →GuideSet task client visibility
Visible tasks can be included in the client view.
Open guide →GuideSet Client action required
Use the flag when the client must complete or provide something.
Open guide →GuideComplete a task
Use the task completion action and verify completion evidence.
Open guide →GuideUnderstand client activity/task filtering
Clients see only records marked visible, subject to journey ownership.
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