Task template fields

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read
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    Summary of Task Template Fields

    Creating a task template in ServiceNow involves filling out specific fields that define how the task will function within the Journey Accelerator. These fields allow for customization and control over task management and assignment.

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    Key Features

    • Name: Descriptive name for the task activity.
    • Table: Select the Task [snjatask] table to track tasks.
    • Template: Fields specific to the selected table are available.
    • Mandatory: Set to true for required tasks or false for optional tasks.
    • Editable: Set to true to allow modifications; false restricts user edits.
    • Type: Choose between Regular (standard task) or Calendar (linked to Office 365 events).
    • Active: Enables the template for managers to use.
    • Task short description: Brief description for users in the Journey Accelerator plan.
    • Task description: Detailed description of the task.
    • Parent plan table: Links the task to the Journey Accelerator Plan [snjaplan].
    • Assign to source: Designate the user assigned to the task (Employee, Manager, Mentor).
    • Relative due date trigger: Condition for triggering task assignment based on plan publish date.
    • Date offset type: Specifies how tasks are triggered (e.g., 'After').
    • Number of offset days: Defines timing for task assignment, specified in days only.

    Key Outcomes

    By configuring these task template fields, you enable streamlined task management and ensure tasks are appropriately assigned and tracked within your organization. This setup allows for efficient planning and execution of tasks, aligned with your project timelines and resource allocations.

    To make a task template, fill in the task template fields.

    Table 1. Task template fields and descriptions
    Field Description
    Name Descriptive name for the activity that is associated with the task.
    Table Table that is used to track tasks and fields. Select the Task [sn_ja_task] table to enable access to the template fields.
    Template

    Template fields that appear only when a table is selected. Template fields are tracked in the Journey Accelerator Task [sn_ja_task] table.

    The following settings apply to the overall properties of the task:
    • Mandatory: Set to true to make the task required. Set to false to make the task optional.
    • Editable: Set to true to enable users to modify task fields. Set to false so that users can't modify certain fields in the task.
      Note:
      When editable = false, the following occurs:
      • The plan creator can't change the To-do name, To-do description, or This to-do is optional fields.
      • Users can't delete the to-do task from a plan.
    • Type
      • Regular: Standard to-do task template.
      • Calendar: Schedulable task. Creates to-do task linked to Microsoft Office 365 calendar event.
    Active Option that enables the task template when selected. Only active tasks are available for managers to use.
    Task short description Brief description of the task. This text appears to users from the Journey Accelerator plan. This field appears in the Short description field when you are managing tasks in stages.
    Task description Detailed description of the task.
    Parent plan table Higher-level table that associates an entry in the Journey Accelerator Task [sn_ja_task] with the table that tracks plans, Journey Accelerator Plan [sn_ja_plan]. Selecting the Journey Accelerator enables access to the plan-related fields.
    Assign to source User who is assigned the task:
    • Employee
    • Manager
    • Mentor
      Note:
      Initially, only the first mentor is assigned with to-do tasks in the list with multiple entries. Managers can reassign the to-do tasks to other mentors after the plan is created.
    Relative due date trigger Condition that is used to trigger when a task is assigned based on the publish date of the plan. This condition is evaluated with Date offset type and Date offset type.
    • Created
    • End on
    • Start on
    • Updated
    Note:
    Only use the Start on condition. Start on is selected by default.
    Date offset type Condition that is used to trigger when a task is assigned. This condition is evaluated with Relative due date trigger and Number of offset days.
    • On
    • After
    Note:
    The After condition is the default selection. We recommend that you use only the After condition.
    Number of offset days Condition that is used to trigger when a task is assigned. This condition is evaluated with Relative due date trigger and Date offset type.
    • Days
    • Hours
    Note:
    Only specify days, and keep hours set at 0 (zero).

    For example: If the Relative Due Date Trigger = Start On, Date Offset type = After, and Number of offset days = 5 days, the task is configured to trigger 5 days after the publish date of the plan.