Task Plan Template form

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • The Task Plan Template form displays details about a task plan template record.

    The Task Plan Template form includes the following fields on the Details tab. After creating and saving a task plan template record, the system adds the Template Items tab to the form.
    Table 1. Task Plan Template form fields
    Field Description
    Name The name of the task plan template
    Number The automatically generated record number.
    Short description A brief description of the task plan template.
    Target record You can apply the task plan template to an existing record in the selected table. TheTarget table can be any extension of the Task [task] table.
    Note:
    This field can be empty.
    Active Enables or disables the task plan template record.
    State The task plan template can be in one of the following states:
    • Draft
    • Published
    Set conditions Use the condition builder to create one or more conditions that determine when the template is applicable.