---
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 task plan template

# Clone a task plan template {#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 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 template with a unique record number, sets it to Draft status and active state, adds it to the task plan template list, and opens it in a new tab.  
The cloned template includes the following:

* The template items, including the item hierarchy.
* Template item attachments.
* Template item conditions.
* Child Template Items related list.
* Affected service organizations.
* Document references.

{#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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