---
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


---

# Sharing task plan templates

# Sharing task plan templates {#ariaid-title1}

Release version: Australia  
Updated November 5, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read
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## Summary of Sharing task plan templates

Sharing task plan templates in ServiceNow Australia release enables organizations to securely manage the creation, editing, and access control of templates used in task planning.
This capability ensures that only authorized users---including admins, owners, and specified members---can interact with templates, maintaining operational integrity and preventing misuse.
Efficient sharing supports role-based controls and ownership management, providing a seamless experience for users responsible for task plan templates.
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## Key Features

* **Role-Based Access Control:** Access to templates is governed by roles such as Task Plan Admin and Owner, with permissions assigned at user, group, service organization, or organization criteria levels.
* **Ownership and Sharing Rules:** Owners manage sharing permissions, can publish, clone, deactivate templates, and change ownership or global status.
* **Global Template Settings:** Templates can be marked as global or non-global, activated, or deactivated by admins to control visibility and usage scope.
* **Notifications:** Users receive alerts when access to templates is granted.
* **API and ACL Configurations:** Support automated access provisioning and secure management of template access permissions.
* **Member Type Specification:** When sharing with service organizations, member types (e.g., Location Agent, Listed Member) can be specified to fine-tune access controls.
* **Query Rules Support:** Integration with the CSM plugin allows for access control on tables within task plan templates, with alternative non-query rules for independent CSM use.

## Access Management Roles and Permissions

* **Task Plan Admin (sntaskplan.admin):** Responsible for managing templates, setting global status, activating/deactivating templates, assigning access, updating owners, and enforcing sharing rules.
* **Template Owners:** Manage sharing permissions, publish, clone, deactivate templates, and adjust ownership or global settings.
* **Users, Groups, Service Organizations:** Receive read/write access as assigned, can search/filter templates, and receive notifications upon granted access.

## Practical Benefits for ServiceNow Customers

By leveraging these sharing features, ServiceNow customers can:

* Ensure secure, role-based access to task plan templates, minimizing risks of unauthorized changes.
* Maintain clear ownership and responsibility for template management.
* Customize access finely by user roles or organizational criteria, including member types within service organizations.
* Streamline template management through global settings and automated provisioning.
* Enhance collaboration by enabling appropriate users and groups to efficiently access and utilize templates.  
Sharing task plan templates ensures that only authorized users can create, edit, and manage templates. It involves setting access controls, defining roles and responsibilities.

## Sharing task plan template overview {#sharing-task-plan-template__section_pwq_1dw_sfc}

Effective sharing of task plan templates helps organizations manage ownership, sharing, and access securely and efficiently. It defines the responsibilities of admin and owner, and supports a seamless experience for users interacting
with templates.

The sharing task plan template capability provides secure, efficient template management, and role-based controls for all member types involved.  
Sharing task plan template features include;

* Role-based access control
* Ownership and sharing rules
* Global template settings
* Notifications when access is granted
* API and ACL configurations for automated access provisioning
{#sharing-task-plan-template__ul_gbq_5mn_chc}  
Templates can be marked as global or non-global, activated, or deactivated, and shared with users, groups, or service organizations.  
Note:  
Query rules can be used with the CSM plugin to grant access to tables within Task Plan templates. Alternatively, non-query rules are available for scenarios where the CSM plugin is used independently.

## Template sharing and access management {#sharing-task-plan-template__section_awl_4pn_chc}

Sharing task plan templates is designed to ensure that only authorized users can access, edit, or share templates, maintaining operational integrity and avoid misuse. Access is managed at multiple levels---user,
group, service organization, and organization criteria---with each entity able to receive read, write permissions. Member Type is a key field when sharing templates with service organizations or based on organization criteria.

Task plan admin role: (sn_task_plan.admin)

The task plan admin role is responsible for overseeing and managing templates within the system. Admins can set templates as global or non-global, activate, or deactivate templates. Admins can assign access to users, groups, service
organizations, or based on organization criteria. Admins have the authority to update template owners and they can apply global sharing rules and validations.  
{#sharing-task-plan-template__table_xds_vst_ghc__entry__2}

| Field Names | Descriptions |
|-|-|
| Owner field | Task plan template owners are responsible for sharing templates with users, groups, or service organizations, granting read, write access. They can view and manage access permissions and publish, clone, or deactivate shared templates. Owners can change the owner of a template and to switch a template's status between global and non-global. |
| User, Groups, Service Org, Service Org Criteria, and Member type fields | Users, groups, service org, and service orgs filtered by organization criteria are able to view and write to shared templates. They can filter and search for templates and receive notifications whenever access is granted. Member Type is a key field enabled only when sharing templates with service organizations or based on organization criteria. Member type enables owners and admins to specify the exact role or type of members like Location Agent, Listed Member. These member type should have access to a template. |
[Table 1. Task Plan Template Access]

{#sharing-task-plan-template__table_xds_vst_ghc}