Task Plan Templates release notes

  • Release version: Store
  • Updated June 11, 2026
  • 2 minutes to read
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    Summary of Task Plan Templates release notes

    The Task Plan Templates application on the ServiceNow Store enables businesses to create repeatable task plans that define sequences of tasks and related items for consistent process execution. These templates support dependencies, document attachments, sharing controls, and integration with Flow Designer to automate task creation.

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    Key Features

    • Task Dependencies: Visualize and manage dependencies between template items using a node-map. Supports dependency types such as finish-to-start, start-after-start, and start-together to ensure controlled sequencing of tasks.
    • Sharing and Access Control: Configure access to task plan templates at user, group, and service organization levels with read, write, and delete permissions. Manage sharing through a dedicated modal with views for sharing, success confirmation, and access management.
    • Apply Template Action: Available in Flow Designer to automatically create tasks from a selected task plan template, streamlining task instantiation and process automation.
    • Document References: Attach and securely manage documents linked to template items. Documents inherit template access controls and automatically transfer to created tasks when templates are applied, ensuring task owners have necessary resources.
    • Admin Configuration: Admins can define configuration types for task plans, set up hierarchies, and control form fields visible to business personas when creating template items.
    • Ownership and Global Templates: Admins can change template ownership. Templates can be marked as global to allow read access by all users, facilitating broad reuse.
    • UI Improvements and Security Enhancements: Introduction of a new record page for task plan template items and read-only fields for secure data handling. Various UI and security fixes are included.

    Key Outcomes for ServiceNow Customers

    • Establish consistent, repeatable processes through template-based task planning with clear task dependencies.
    • Enhance collaboration and control by finely managing who can view, modify, or delete task plan templates.
    • Automate task creation directly within Flow Designer, reducing manual effort and improving workflow efficiency.
    • Ensure task owners have seamless access to all relevant documents linked to tasks derived from templates.
    • Enable admins to customize task plan configurations, improving usability and governance for business users.
    • Leverage global templates to share best practices and standardized processes across the organization.

    Version history for the Task Plan Templates application on the ServiceNow Store.

    Important:
    For details on system requirements and family compatibility, view the application listing on the ServiceNow Store website.

    Version history

    Version 4.0.0 - June 2026
    • Task Dependencies
      • TheTemplate Dependencies tab on a task plan template record displays a node-map of dependencies between template items. SelectNew Dependency to create a dependency, and select an edge to edit or delete it. Each edge is labelled with one of the following dependency types:
        • Finish to start
        • Start after start
        • Start together
    • Sharing and Access Control of task plan templates
      • The Share plan modal in the task plan template workspace provides three views: Share plan, Success, and Manage access. These views enable you to configure, confirm, and manage access to a task plan template.
      • Apply template as an action in Task plan templates
      • Apply Template action is available in Flow Designer. Use this action to automatically create tasks from a task plan template.
    Version 3.0.0 - March 2026
    • New in the  Australia  release:
      • Task Dependency
        • The dependency relationships between template items (e.g. tasks, case, and case tasks) are defined in sn_task_plan_template_dependency table and by applying the template, the dependencies between the generated tasks are created and stored in the sn_task_dependency_m2m table. Task dependencies provide controlled sequencing within Task Plan Template items. By defining predecessor and successor relationships, the tasks can start at correct time reducing ambiguity for agents.
      • Add and Manage Document References in Task Plan Templates
        • The Task Plan Framework now supports attaching documents to task plan template items. Document references are stored in the sn_task_plan_template_document table and are available through form views and related lists, depending on template state and user permissions. Document handling is secure and aligned with template access controls, ensuring that only authorized users can view or modify attached files.
        • By selecting “Apply Template” for any published task plan templates, the system automatically adds all document references from the original template items to the newly created tasks, ensuring seamless access for task owners to all required documents.
    Version 2.0.0 - December 2025
    • New:
      • Admin Configuration setup:
        • Configuration data model for admin to define the task plan configuration types
        • Platform UI for the admin to create task plan configurations including hierarchy and the fields that need to be shown on the task plan template item page when a business persona is creating a task plan template item.
      • Sharing and Access control of task plan templates: Users can now provide access to task plan templates at various levels, including user, group, and service organization. Access types include read, write, and delete.
      • UI Page: A new record page has been created for Task Plan template items.
    • Changed:
      • Ownership Management: Admins and owners can change the owner of a task plan template.
      • Global Templates: Task plan templates can be marked as global, making them visible to all users with read access.
      • Read Only fields:Some fields were changed to Read Only for enhanced security.
    • Fixed: Contains some UI-related and security-related defect fixes.
    Version 1.0.1 - August 2025
    A task plan template allows the business user to define repeatable tasks and other items needed to complete a business process. The task plan template consists of template items which include the task definitions along which any child tasks or other related items that need to be created when the task plan template is applied.