---
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 by saving a form

# Create a task template by saving a form {#ariaid-title1}

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

Save a populated Universal Task form as a template. This is an
alternative method for creating a task template.

## Before you begin

Make sure you have a Universal Task form that you want to use. If you
need to create a form, see [Create a universal task](https://servicenow-prod.fluidtopics.net/SgjP5QjP8xk6LvALRJI_Eg "Create a universal task for a request and assign it to the employee or create multiple tasks for a request by using Universal Task.").

Role required: sn_uni_task.template_admin

## Procedure

1. Navigate to a Universal Task form.
2. Complete the form as it should appear when a user applies the template.
3. Right-click the form header and click Save.
4. Click Create Universal Task Template.  
   The task template with the filled forms appears.
5. In the Name, enter a descriptive name for the template.
6. Set the Parent table field to a service-specific table.  
   If you choose not to select any table, then the configuration will apply to all tables.
7. Make additional changes as required.
8. Click Submit.