---
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 configuration

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

* Versão de lançamento: Australia
* 
* Atualizado 30 de jun. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 min. de leitura

Admins can create configurations for task plan templates that pre-fill information in
task plan template fields.

## Antes de Iniciar

Role required: sn_task_plan.admin or sn_task_plan.creator role

## Por Que e Quando Desempenhar Esta Tarefa

When you create task plan template configurations, you streamline the process of creating task plan templates for your team. Configurations pre-fill fields in task plan templates, such as Target table
and Description.

## Procedimento

1. Navigate to AllTask Plan TemplatesAdministrationTask Plan Template Configuration
2. Add a brief description to the Short description field.
3. **Opcional:** Add the Target table you want to associate with the task plan template.
4. Check the Active checkbox to active the configuration.
5. Select Submit.
{#task_plan_template_configurations__steps_vmt_2ct_m3c}

## Select a plan configuration when creating a task plan template {#ariaid-title2}

Use the Plan Configuration Picker to select a pre-defined plan configuration while creating a task plan template and before authoring your template. This ensures that the correct workflow, playbook, and record page
settings are applied to the template.

### Antes de Iniciar

Role required: sn_task_plan.admin, sn_task_plan.creator role

Before creating a task plan template, confirm that at least one plan configuration has been set up on your instance.

### Por Que e Quando Desempenhar Esta Tarefa

When you create a task plan template, the system may prompt you to select a plan configuration before the template record opens. This selection helps ensure that the template uses the correct workflow and authoring
experience.

### Procedimento

1. Navigate to AllTask Plan Templates and select New.  
   The Plan Configuration Picker modal opens, displaying all available plan configurations.  
   Nota:  
   The plan configuration picker appears only when there is an active entry in the `sn_task_plan_config` table.
2. Review the listed plan configurations and their descriptions.
3. Select the configuration that matches your intended workflow.  
   If a configuration is selected, the corresponding field is populated and the associated authoring playbook is loaded, if defined. If no configuration is selected, the task plan template is created without a configuration.
4. Select Create a Task Plan Template.
5. Complete the template fields and select Save to save the record.
{#task_nw2_mdt_m3c__steps_fhd_g2t_m3c}