---
sourceDocument: Xanadu Employee Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/employee-service-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Create a task template

# Create a task template {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Journey owners (managers) and mentors create templates of tasks, such as scheduling a
meeting or taking a learning course, to assign to employees' journeys.

## Before you begin

Role required: Modifier \[sn_jny.writer\]

## Procedure

1. From the Employee Center, navigate to JourneysMy templates.
2. Select Create task template.
3. On the form, fill in the fields:  
   {#jny-dsgnr-create-task-template__table_ayh_5z4_15b__entry__2}

   | Field | Description |
   |-|-|
   | Task type | Option to select a task type to display other fields in the form. * General Task * Schedule a meeting * Take a learning course |
   | Task name | A descriptive name of the task. |
   | This task is for | Option to select from a list of user types employee, manager, mentor, or specify the name of the employee that this task is for. |
   | Watchlist | Option to add additional people to be notified about this task. |
   | Share with | Option for managers (users who have direct reportees) to share the task template with other managers. |
   | Task description | Details about this task. |
   | Due Date | Option to select by when the employee must complete the task. |
   | This task is optional | Option to set this task to optional. |
   [Table 1. Create a task template form]

   {#jny-dsgnr-create-task-template__table_ayh_5z4_15b}
4. Select Create task template.

*[\>]: and then