---
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


---

# Share a task plan template with other users or groups

# Share a task plan template with other users or groups {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Share templates and grant access to the template with specific users, groups, or service organization or organization
criteria and member type.

## Before you begin

Role required: admin

## About this task

If the template is in Draft state, users can edit it. If the template is in a published state, then users cannot make any changes to the template.

## Procedure

1. Navigate to AllTask Plan TemplatesAll Task Plan Templates.
2. Select an existing task plan template.
3. Select New.  
   A new access record opens with the template number pre-filled.
4. Specify task plan template access field details.  
   For access record fields and description see: [Task plan template access record](https://www.servicenow.com/docs/mYKAuQN0408VSvDq0DKdcQ "The task plan template access record is created with pre-filled template number. The access fields need to be specified to create and save the task plan record.")
5. Select Submit to save the access record.

*[\>]: and then