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Release: Australia · Updated: 2026-05-16 · Official documentation · View source

Task template form

Use the Task template form to define a reusable recovery task or event task that can be inserted into plans, loss scenarios, recovery strategies, exercise events, crisis events, or activated plans.

Task template form

Image omitted: recovery-task-template-form.png
Recovery task template form showing Number, Active, Short description, Dependencies, Phase, Task classification, and related lists.

For description of the field values, see the table.

FieldDescription
NumberAuto-generated identifier for the task template \(for example, RTT0010003\).
ActiveSet to true to make the template selectable from Add tasks and Add groups dialogs.
Short descriptionShort description shown on tasks created from this template.
DescriptionFull task description.
DependenciesOther task templates within the same task template group that must be completed before this one starts.Note: Dependencies apply only when the template belongs to a task template group.
PhaseRecovery phase that the task belongs to. The Phase set here takes precedence over a Phase filter on the parent list. See Add recovery tasks.
Task classificationManual or Automated.
TagTag to categorize the task.
Configuration itemConfiguration item the task applies to.
Asset recovery levelRecovery level the task contributes to: Not recovered, Partially recovered, or Recovered.
Tag assetsAll or None. You can change it to Specific after it is added to the plan. Controls how impacted assets are computed when the task is materialized.
Include task inBoth actual events and exercises, Actual events only, or Exercises only.
Planned duration \(Days, Hours, Minutes, Seconds\)Estimated duration that pre-populates the Planned duration on the created task.
OwnerDefault owner assigned to created tasks.
Assignment groupDefault assignment group.
Additional assigneesAdditional assignees for the created task.
Task template groupRead-only. The parent task template group when the template was created inside one.
Related listDescription
Plan templatesPlan templates that include this task template.
Loss scenariosLoss scenarios that include this template through their task template groups.
Recovery strategiesRecovery strategies that include this template.

Parent Topic:Configure Task templates and Task template groups