---
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


---

# Task plan template access record

# Task plan template access record {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
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.
{#task-plan-template-access-record__table_oby_vs5_ghc__entry__2}

|   |   |
|-|-|
| User | User of the template. Search and select a user from the list, or select New to create a user. |
| Group | Group for the template. Search and select a group from the list, or select New to create a group. Note: On entering or by selecting the user or group name from the list, all other fields are disabled. |
| Service Organization | Service organization for the template. Search and select a service organization from the list, or select New to create a new service organization. |
| Organization Criteria | Criterion for the template. |
| Optional | Member type. For example, Location Agent, Listed Member, Location Contributor. |
| Member Type | Appropriate member type for the service organization criteria. Note: This field is enabled only when Service Organization or Organization Criteria is selected. |
[Table 1. Task Plan Template Access Record form]

{#task-plan-template-access-record__table_oby_vs5_ghc}