---
sourceDocument: Australia Customer Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/pt-BR/customer-service-management

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Create a task plan template

# Create a task plan template {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 min. de leitura

Create a task plan template that includes template items, such as tasks, that are automatically created when the task plan template is applied.

## Antes de Iniciar

Role required: sn_task_plan.admin or sn_task_plan.creator role

## Por Que e Quando Desempenhar Esta Tarefa

Task plan templates include conditions that determine when the template applies.  
Nota:  
As part of creating a task plan template, you can select a target record. If you select a target record, the task plan template is applied when a case or task matching the task plan condition is created.

After creating a task plan template, you can create the template items, such as case tasks, work order tasks, and child cases. Template items can also include conditions that determine when a template item should be created as
well as attachments.

You can also [clone a task plan template](https://servicenow-prod.fluidtopics.net/OKvRFy7c8oqEaLegacI6Hg "Clone an existing task plan template to create a new template that includes the items, conditions, and hierarchy of the original template.").

## Procedimento

1. Navigate to AllTask Plan TemplatesAll Task Plan Templates.
2. Select New.  
   A Task Plan Template form opens in a new tab. The template is active and is in the Draft state.
3. Fill in the fields on the Task Plan Template form.
   1. If there are task plan template configurations created, select one from the Task plan template configuration field.  
      The task plan template configuration pre-fills the Short description and Target record field. For more information about task plan template confgurations, see [Create a task plan template configuration](https://servicenow-prod.fluidtopics.net/~UxbflDdZo9~xav2heAeXA "Admins can create configurations for task plan templates that pre-fill information in task plan template fields.").
   2. Provide a Name and Short description for the task plan template.
   3. **Opcional:** The Target record identifies the table that the task plan template is applied to.

   {#create-task-plan-template__substeps_qny_rd4_nfc}  
   For more information about these fields, see [Task Plan Template](https://servicenow-prod.fluidtopics.net/hDnLMGERWlFujqk6yPQmAg "The Task Plan Template form displays details about a task plan template record.") form.
4. Select Submit.  
   The system saves the task plan template record and adds the Template items tab to the form. Use the Template Items tab to define the tasks such as case tasks or work orders that you want to be generated when the task plan template is applied.

## O que Fazer Depois

After creating a task plan template, you can [create template items](https://servicenow-prod.fluidtopics.net/wqcVab4n~yaWW~WaScPugw "Create one or more template items, such as a task or record, for a task plan template. When the task plan template is applied, these records are automatically created.") for that template.