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

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Clone a template item

# Clone a template item {#ariaid-title1}

Release version: Brazil  
Updated September 10, 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.

If the source template item has document references or dependencies with other template items, the clone preserves them.

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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