WSD Planned Tasks

Kiera1
Kilo Guru

Hi,

We're looking to use the Planned Tasks (sn_wsd_core_planned_task_def) within WSD, and I can't find the information I need from the published guides (Create planned task definitions • Australia Employee Service Management • Docs | ServiceNow).

 

From what I can tell, it appears that the planned tasks are only generated when you explicitly click the Generate Tasks button, and not on a predefined schedule as I would have thought (and as it works with similar features in ITSM).  So if I create a Planned Task Definition and Schedule for a task to be actioned quarterly, I have to then click Generate Tasks which will create all the tasks for the next X period (e.g. 5 years), which will then be sat stale until the time comes to action each one.  Instead of the system simply generating each task on the 1st of the new quarter.

 

Is my understanding correct, or am I missing a step?  If this is how it's designed, how are people using this in practice?  My initial concern is that future tasks could easily be closed/cancelled as thought to be duplicates.

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