Task plan templates driven order fulfillment

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read
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    Summary of Task plan templates driven order fulfillment

    Task plan templates in ServiceNow provide a no-code method to define and orchestrate fulfillment tasks and their dependencies, standardizing the fulfillment process across products. This approach serves as an alternative to Flow Designer, offering more flexibility for product configuration workflows. When a domain order is created, the system automatically applies a matching task plan template based on the order's specification and action, generating the necessary order tasks under that domain order.

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    Note that automatic closure of domain orders is currently inactive and requires a custom solution.

    Key Features

    • No-code task orchestration: Enables non-technical users to define fulfillment journeys and manage task dependencies without developer involvement.
    • Task plan template structure: Templates function as containers comprising multiple template items, which can be tasks, child cases, or child case tasks organized hierarchically.
    • Conditional task creation: Users can define conditions for when a template or its items apply, allowing dynamic and context-sensitive task generation.
    • Task dependencies: Predecessor and successor relationships between tasks ensure proper sequencing, reducing ambiguity and supporting timely task execution.
    • Template lifecycle management: Templates can be created, edited in draft mode, and published. Publishing applies the template to relevant cases and case types, with a safeguard against duplicate condition templates.

    Practical Benefits for ServiceNow Customers

    • Streamlined fulfillment processes: Standardizes task orchestration across products to ensure consistency and efficiency.
    • Reduced IT dependency: Allows business users to build and adjust fulfillment workflows without waiting on development resources.
    • Faster deployment: Accelerates launching new offerings by simplifying task and workflow configuration.
    • Improved task management: Clear definition of task dependencies enhances coordination and reduces errors during order fulfillment.

    How to Use Task Plan Templates

    • Create a task plan template and define conditions for when it applies.
    • Add template items representing the tasks or cases to be created.
    • Set conditions on each template item to control their applicability.
    • Define task dependencies to control the sequence of task execution.
    • Publish the template to activate it for applicable domain orders.

    Use the task plan template to define tasks and their dependencies that are needed to orchestrate the fulfillment journey for a product to standardize fulfillment processes across products.

    A no-code approach in ServiceNow® that allows you to create task orchestration workflows using task plan templates. It as an alternative to flow designer, giving more options for implementing product configurations.

    For more information about Flow actions for fulfillment subflow definition, see Flow actions for fulfillment subflow definition.

    When the template is configured for a specification, the domain order creation automatically searches for a matching template, based on the task's specification and action of domain order. When a template match is found, the template is applied to generate the order tasks under the domain order. To learn more about task plan template, see Task plan templates.

    Important:
    Automatic closure of domain orders is currently inactive and will require a custom implementation.

    Benefits of task plan template

    It enables non-technical users to do the following:
    • Define fulfillment journeys.
    • Manage task dependencies for simple task creation without developer involvement.
    • Reduce IT dependency.
    • Accelerate deployment of new offerings.

    Create a task plan template

    You can create a task plan template by following these steps.

    Step Explanation
    Create a task plan template. Create the template and set the conditions as to when the template applies.
    • The template functions as a container or group of template items.
    • The template identifies a plan to apply the associated template items.
    Configure task plan template To add conditions to a template item that determines when a template item is applicable.
    Create one or more template items. Create the template items to include in the task plan template. These items can be tasks, child cases, or child case tasks.
    • Template items are the tasks or records that are to be created when the template is applied.
    • Template items can be used to define a hierarchy of parent and child entities of any task type.
    Create conditions for template items. Set conditions as needed for each of the template items that identifies when a template item should be created.
    Task dependencies for task plan templates It provides controlled sequencing within the generated records from the template items in the Task Plan Template Dependency table. By defining predecessor and successor relationships, the tasks can start at correct time reducing ambiguity for agents.
    Publish the task plan template.

    While in the Draft state, you can make changes to the template, template items, and template item conditions.

    It allows to publish if the same condition template is not available.

    Publish the task plan template to apply it to cases and case types.

    To publish a task plan template, select Publish on the Task Plan Template form.