---
sourceDocument: Australia Customer Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/customer-service-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Clone a template item

# Clone a template item {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Clone an existing template item to add to a task plan template.

## Before you begin

Role required: sn_task_plan.admin or sn_task_plan.creator role

## About this task

Template items include case tasks, child cases, and child case tasks. When you clone a template item, the system clones the selected template item and creates a new template item that includes the hierarchy, conditions, and attachments of the source template item.  
Note:  
This action is only available for task plan templates in the Draft state.

The cloned template item is added to the Template Items tab on the Task Plan Template form.

## Procedure

1. Navigate to AllTask Plan TemplatesDraft Task Plan Templates.
2. Select a task plan template record number to display the record.
3. Select the Template items tab.
4. Select a template item and then select Clone on the Template Item form.  
   The system creates a copy of the selected template item, gives it a unique record number, and displays the template item form.

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