@MattSN - As of the Q1 2026 Store release, Task Plan Templates are not automatically triggered when conditions are met β they must be manually invoked from the target record. This post walks through an example of how to trigger them systematically using a Business Rule.
Note that automatic execution is coming in a future release as an enhancement to Task Plan Templates, enabling condition-based triggering through pre-built flow actions β eliminating the need for the Business Rule approach above. I'll update this post when that functionality is available.
