---
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 task plan template

# Clone a task plan template {#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 task plan template to create a new template that includes the items, conditions, and hierarchy of the original template.

## Before you begin

Role required: sn_task_plan.admin or sn_task_plan.creator role

## About this task

When you clone a task plan template, the system creates a new task plan template with a unique record number and opens the cloned template in a new tab. The system creates the new template in Draft status and in the active
state. The cloned template is also added to the task plan template list.  
The cloned template includes the following:

* The template items, including the item hierarchy.
* Template item attachments.
* Template item conditions.
* Child Template Items related list.

{#clone-task-plan-template__ul_rwz_3gr_qfc}  
Note:  
The Clone button is disabled if more than one task plan template is selected.

## Procedure

1. Navigate to one of the following lists.  
   * AllTask Plan TemplatesDraft Task Plan Templates
   * AllTask Plan TemplatesPublished Task Plan Templates
   * AllTask Plan TemplatesAll Task Plan Templates
   {#clone-task-plan-template__ul_jkm_pfb_sfc}
2. Select a task plan template by selecting the check box next to the record number.
3. Select Clone from the Edit menu.  
   The system creates a copy of the selected task plan template and opens the cloned template in a new tab.

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