Create a task plan template configuration
Admins can create configurations for task plan templates that pre-fill information in task plan template fields.
Before you begin
Role required: sn_task_plan.admin or sn_task_plan.creator role
About this task
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.
Procedure
Navigate to All > Task Plan Templates > Administration > Task Plan Template Configuration
Add a brief description to the Short description field.
Add the Target table you want to associate with the task plan template.
Check the Active checkbox to active the configuration.
Select Submit.
Select a plan configuration when creating a task plan template
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.
Before you begin
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.
About this task
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.
Procedure
Navigate to All > Task Plan Templates and select New.
The Plan Configuration Picker modal opens, displaying all available plan configurations.
Note: The plan configuration picker appears only when there is an active entry in the
sn_task_plan_configtable.Review the listed plan configurations and their descriptions.
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.
Select Create a Task Plan Template.
Complete the template fields and select Save to save the record.