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Universal Task templates › Using Universal Task › Universal Task › Employee Service Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a template using the Universal Task template form

Create a template for any service table to automatically populate fields on a form. Creating templates for common use cases enables agents to create universal tasks faster and ensures uniformity of field values.

Before you begin

Role required: sn_uni_task.template_admin

About this task

A task template can have static and dynamic mappings. In static mappings, the values of fields are individually specified and fixed. The following procedure is for creating a static template mapping. For information on dynamic templates, see Create dynamic template mapping.

Procedure

  1. Navigate to All > Universal task > Task templates > Create new.

  2. On the form, fill in the fields.

    For more information on form fields and descriptions, see Universal Task template form

  3. Select Schedule to create a scheduled job to create records based on this template.

    For detailed instructions, see Create records based on a template.

  4. Click Submit.

Parent Topic:Universal Task templates