Create Task activity
Summarize
Summary of Create Task activity
The Create Task activity in ServiceNow enables you to generate a task record automatically from previously gathered or generated data within a playbook. This activity is available as a common activity and can be added by users with admin, playbook.admin, or pdauthor roles. It streamlines task creation based on predefined inputs and conditions, facilitating task management and assignment within your workflows.
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Key Features
- Configurable Inputs: Define task details such as Label (title), Description, and Short Description to provide clarity on the task's purpose.
- Run Conditions: Use condition builders to specify when the activity or stage should run, leveraging data from prior activities.
- Scheduling Options: Choose start rules for stages and activities, including starting immediately when the process or stage begins, or after specified stages or activities finish. You can also set delays before execution.
- Assignment Controls: Assign tasks to specific users (Assigned To) or groups (Assignment Group). These assignments control who can view, edit, and complete the task data.
- Wait for User Input: Optionally pause the playbook until the assigned user manually completes or skips the task, allowing for human interaction where required.
- Advanced Inputs: Additional configuration such as specifying task tables, field values to set on task creation, and fields to display after task creation.
- Wait for Task Completion: Optionally pause the playbook until the created task record is completed, ensuring synchronization between tasks and playbook progress.
Outputs
- Table Name: Provides the name of the task table containing the new record.
- Record Reference: Returns a reference to the created task record, enabling subsequent activities to access or act upon it.
Practical Application for ServiceNow Customers
By incorporating the Create Task activity into your playbooks, you can automate task creation tied to your business processes, assign them to appropriate users or groups, and control playbook flow based on task completion status. This enhances process efficiency, accountability, and ensures that tasks are tracked and completed in alignment with your operational workflows.
Create a task record from previously gathered or generated data.
Roles and availability
This activity is available as a common activity. Users with the admin, playbook.admin, or pd_author can add this activity to a playbook.
Inputs
| Input | Type | Description |
|---|---|---|
| Label | String | Title to display as activity and playbook card. |
| Description | String | Information to display about activity usage or outcome. |
| Run condition | Condition Builder | Conditions that must be met to run an activity or stage. You can use data from prior activities to build conditions. Note: Select Show additional options to see this field. |
| Start Rule | Choice | Under , select a start rule for when your stage should start running:
|
| Start with delay | True/False | Option to wait for a duration of time before running an activity or stage. When enabled, this input displays the Start with delay input properties. Note: Select Show additional options to see this field. |
| Assigned To | Reference.User [sys_user] | User responsible for completing the task associated with the activity. Note: Select Show additional options to see this field. |
| Short Description | String | Summary of the task to complete. |
| Wait for user input | Choice | Option to pause the playbook until the end user manually completes or skips the activity. Only users with the playbook.admin role can edit this field. By default, the activity waits for user action or data before it completes. |
Advanced inputs
| Input | Type | Description |
|---|---|---|
| Assignment Group for this Process Step | Reference.Group [sys_user_group] | Assignment group allowed to perform this playbook activity. If you don't set any values for Assignment Group or Assigned To, any user can read and edit the collected
data. The Assignment group and Assigned to fields limit who has access to do so. To specify only individual users, use the Assigned To field. The same users do not need to be specified in both
fields. Note: By default, these fields are mapped to the Assignment Group and Assigned To fields of the trigger record. This means that users assigned to work on the
parent record have access to submit, view and edit the collected data by default. |
| Assigned to this Process Step | Reference.User [sys_user] | User allowed to perform this playbook activity. If you don't set any values for Assignment Group or Assigned To, any user can read and edit the collected data. The
Assignment group and Assigned to fields limit who has access to do so. To specify only individual users, use the Assigned To field. The same users do not need to be specified in both
fields. Note: By default, these fields are mapped to the Assignment Group and Assigned To fields of the trigger record. This means that users assigned to work on the
parent record have access to submit, view and edit the collected data by default. |
| Task Table | Table Name | Name of the task table extension in which you want to create a task. The activity completes when this task is complete. |
| Field values | Choice | The field that you want to add to your task. |
| Add Field | Template Value | Field values to assign when creating the task record. |
| Fields to show after creation | String | Comma-separated list of fields to display for a created record. |
| Wait for Task completion | True/False | Pause the playbook until the created Task record is complete. |
Outputs
| Output | Type | Description |
|---|---|---|
| Table | Table Name | Table containing new record. |
| Record | Reference.Task[task] | Reference to record created. |