Task Plan Templates release notes

  • Release version: Store
  • Updated June 11, 2026
  • 2 minutes to read
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    Summary of Task Plan Templates release notes

    The Task Plan Templates application on the ServiceNow Store enables businesses to define repeatable task sequences and related items to streamline business process execution. Templates consist of task definitions and child tasks, enhancing task management and process consistency. This solution supports controlled task sequencing, document management, and flexible sharing and access controls.

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    Key Features

    • Task Dependencies (Version 4.0.0, June 2026): Visual node-map interface to create, edit, and delete task dependencies within templates, supporting dependency types like finish-to-start and start-together for precise task sequencing.
    • Sharing and Access Control: Multi-view modal to configure, confirm, and manage access to task plan templates, allowing assignment of read, write, and delete permissions at user, group, or service organization levels.
    • Apply Template Action: Integration with Flow Designer to automate task creation from task plan templates, facilitating streamlined workflow automation.
    • Document References (Version 3.0.0, March 2026): Attach and securely manage documents linked to task plan template items, with automatic propagation of document references to tasks created from templates, ensuring task owners have seamless access to necessary files.
    • Admin Configuration Setup (Version 2.0.0, December 2025): Admins can define task plan configuration types, including hierarchy and displayed fields, enabling tailored template item creation by business personas.
    • Ownership and Visibility Management: Admins and owners can change template ownership; templates can be marked as global for broader visibility, and certain fields are read-only for security enhancement.
    • User Interface Enhancements: New record pages for template items and UI improvements for better usability and security.

    What to Expect

    ServiceNow customers implementing Task Plan Templates can expect improved control over task sequencing and dependencies, enhanced collaboration through flexible sharing and access controls, and streamlined task creation via Flow Designer integration. The ability to attach and manage documents within templates ensures task owners have all relevant information. Admin configuration capabilities allow for customization suited to organizational needs, while UI and security improvements support efficient and secure template management.

    Version history for the Task Plan Templates application on the ServiceNow Store.

    Important:
    For details on system requirements and family compatibility, view the application listing on the ServiceNow Store website.

    Version history

    Version 4.0.0 - June 2026
    • Task Dependencies
      • TheTemplate Dependencies tab on a task plan template record displays a node-map of dependencies between template items. SelectNew Dependency to create a dependency, and select an edge to edit or delete it. Each edge is labelled with one of the following dependency types:
        • Finish to start
        • Start after start
        • Start together
    • Sharing and Access Control of task plan templates
      • The Share plan modal in the task plan template workspace provides three views: Share plan, Success, and Manage access. These views enable you to configure, confirm, and manage access to a task plan template.
      • Apply template as an action in Task plan templates
      • Apply Template action is available in Flow Designer. Use this action to automatically create tasks from a task plan template.
    Version 3.0.0 - March 2026
    • New in the  Australia  release:
      • Task Dependency
        • The dependency relationships between template items (e.g. tasks, case, and case tasks) are defined in sn_task_plan_template_dependency table and by applying the template, the dependencies between the generated tasks are created and stored in the sn_task_dependency_m2m table. Task dependencies provide controlled sequencing within Task Plan Template items. By defining predecessor and successor relationships, the tasks can start at correct time reducing ambiguity for agents.
      • Add and Manage Document References in Task Plan Templates
        • The Task Plan Framework now supports attaching documents to task plan template items. Document references are stored in the sn_task_plan_template_document table and are available through form views and related lists, depending on template state and user permissions. Document handling is secure and aligned with template access controls, ensuring that only authorized users can view or modify attached files.
        • By selecting “Apply Template” for any published task plan templates, the system automatically adds all document references from the original template items to the newly created tasks, ensuring seamless access for task owners to all required documents.
    Version 2.0.0 - December 2025
    • New:
      • Admin Configuration setup:
        • Configuration data model for admin to define the task plan configuration types
        • Platform UI for the admin to create task plan configurations including hierarchy and the fields that need to be shown on the task plan template item page when a business persona is creating a task plan template item.
      • Sharing and Access control of task plan templates: Users can now provide access to task plan templates at various levels, including user, group, and service organization. Access types include read, write, and delete.
      • UI Page: A new record page has been created for Task Plan template items.
    • Changed:
      • Ownership Management: Admins and owners can change the owner of a task plan template.
      • Global Templates: Task plan templates can be marked as global, making them visible to all users with read access.
      • Read Only fields:Some fields were changed to Read Only for enhanced security.
    • Fixed: Contains some UI-related and security-related defect fixes.
    Version 1.0.1 - August 2025
    A task plan template allows the business user to define repeatable tasks and other items needed to complete a business process. The task plan template consists of template items which include the task definitions along which any child tasks or other related items that need to be created when the task plan template is applied.