How to Create Task Group Templates
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‎12-08-2022 02:44 PM
We've just begun to evaluate ServiceNow as of today, and I have setup a developer instance to help us look at functionality. We currently use BMC Remedy ITSM. One of the capabilities that Remedy has that I am having trouble finding a similar way of accomplishing in ServiceNow is to create task group templates; meaning the ability to create a template that contains a preconfigured set of change tasks that can be attached to change. This seems like it should be an easy thing to do, but I cannot find a way to do it. Here's a simplistic example:
Task Group Name - New Server Setup
Task 1 - Install Hardware
Task 2 - Install OS
Task 3 - Validate Configuration
Task 4 - Update CMDB
Can someone point me in the right direction on how to do this?
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‎12-08-2022 03:43 PM
Check the standard change template called "decommission local office domain controller", just add this to you instance prefix: /std_change_record_producer.do?sys_id=92b8544047810200e90d87e8dee490b0
If you scroll down you can see a related list called "standard change task templates". This out of the box example doesn't come with one but you can do it. Press the relate link called "modify template", just add a description, don't modify anything (since you only want to add change task templates) and press SAVE (bottom/right). Once the screen loads scroll to the bottom and locate the related list "change task templates" and press the NEW button. Enter the information necessary for the first change task (assignment group is mandatory because the standard change properties says so) and press SUBMIT. Repeat the process for more change task templates. Once you are dong press "request approval" on the standard change template. Finally approve the "standard change template" proposal and now you are ready to use this new standard change template version that has a change task template associated with it.
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‎12-08-2022 03:46 PM
Hi @MarkTAZ ,
Below Snow doc link will help you to fulfill your requirement
I hope this helps
Please mark my answer correct if this helps you
Thanks
Mohit