---
sourceDocument: Zurich Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/service-management-for-the-enterprise

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Service Management

ft:clusterId :

    - sm4e

bundleId :

    - sm4e

workflow :

    - Technology


---

# Task template for common tasks

# Create a task template for common task requests {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

If you have tasks that are often repeated across multiple jobs, you can create and reuse a task template in multiple request templates. You can also use it on a Work order request to pull common and repeatable information into
a request.

## Before you begin

Role required: wm_admin  
Create a request template and an associated task template that contains the information you want to reuse.  
Note:  
Checklist templates are a way to populate a checklist of tasks to be completed. Checklist templates are created on a Work order request or on a Work order task. After being created, they can be saved as a template and be reused.

When you create subsequent request templates, you can select the task template from the Task Template field and save the file.

## About this task

A work order outlines the entire request or process. A work order task are the detailed steps for the parent work order. Every work order needs at least one work order task to get assigned to a specific agent to finish that
step. Every work order task must have a parent work order to track the request.

Sometimes work orders are opened with the same purpose, and these work orders should have similar flows and similar work order tasks. A work order template can be used to fill in some fields in the work order, and create work
order tasks.

The difference between a work order template and task template is you can't create a task template alone, it must be part of the work order template. Creating a task template is a step of creating a work order template since you
can define tasks and task templates for a work order or work order template.

With request tasks, work order tasks are not required, though they can be used. Request task management gives you the ability to split a request into multiple tasks. This document, Create a task template for common request
tasks, describes the ability to use the work order task templates to apply them to common or repeated requests that you might have.

## Procedure

1. Navigate to AllField ServiceCatalog \& KnowledgesWork Order Templates.
2. Select New and enter the following information.  
   {#t_UseTaskTempForMultReqTemp__table_txz_4vq_kwb__entry__2}

   | Field | Description |
   |-|-|
   | Name | A descriptive name for the Work order Template. |
   | Short description | A short description of the template. |
   | Description | A detailed description of the template. |
   | Checklist template | A Checklist template saved from the Work Order Request Form. |
   [Table 1. Work Order Template form]

   {#t_UseTaskTempForMultReqTemp__table_txz_4vq_kwb}
3. Select Add Task.
4. Select Copy Task Template to use a previously created template, or enter the following information.  
   {#t_UseTaskTempForMultReqTemp__table_aqz_lwq_kwb__entry__2}

   | Field | Description |
   |-|-|
   | Task type | The type of task being requested. |
   | Name | Descriptive name of the task. |
   | Description | Detailed description of the task. |
   | Parts and quantities | What parts and how many are needed to complete the task. |
   | Dispatch group | The dispatch group to assign the task to. |
   | Depends on | Indicates if the task depends on another task. For example, if you have two tasks, you can make task 2 dependent on task 1 completing before task 2 can start. |
   | Checklist template | A Checklist template saved from the Work order Request Form. |
   | Work type | The type of work being performed during the task. |
   [Table 2. Work Order Task Template form]

   {#t_UseTaskTempForMultReqTemp__table_aqz_lwq_kwb}
5. Select Submit.

*[\>]: and then