Create a Workplace task template

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • A Task template simplifies the process of creating tasks in Workplace Case Management by populating fields automatically.

    Vorbereitungen

    Role required: sn_wsd_case.admin or sn_wsd_case.manager

    Warum und wann dieser Vorgang ausgeführt wird

    Create a task template for use when creating a workplace service.

    Hinweis:
    Administrators may use task assignment rules to control the automatic assignment of workplace tasks as long as the task template is not already assigning a person or group to the task. For more information on assignment rules, see Define assignment rules.

    Prozedur

    1. Navigate to All > Workplace Case Management > Workplace Case Management - Setup > Task templates.
    2. Create a template or modify an existing template.
      • If you are creating a template, click New.
      • If you are modifying an existing template, open that template.

      For information about the template form fields, see Create a template.

    3. In the Table field, select the Workplace Task [sn_wsd_core_workplace_task] table.
    4. Click Submit.

    Ergebnisse

    The task template is created. You can use this template for Workplace services.