Task template fields

  • Release version: Zurich
  • Updated July 31, 2025
  • 2 minutes to read
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    Summary of Task Template Fields

    To create a task template in ServiceNow's Journey Designer, you need to fill in specific task template fields. These fields allow for the configuration and management of tasks associated with employee journeys, enhancing HR Service Delivery and Employee Service Management processes.

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    Key Features

    • Name: Descriptive name for the task.
    • Table: Use the Task [snjatask] table to enable template field access.
    • Template: Fields appear only when a table is selected; tracked in the Journey Accelerator Task table.
    • Mandatory: Set to true for required tasks or false for optional tasks.
    • Editable: Set to true to allow modifications; if false, users cannot change key fields or delete tasks.
    • Type: Choose between Regular (standard) and Calendar (linked to Microsoft Office 365).
    • Active: Enable this option to make the task template available for use.
    • Task Short Description: Brief summary shown to users in the Journey Accelerator plan.
    • Task Description: Detailed explanation of the task.
    • Parent Plan Table: Connects to the Journey Accelerator Plan table.
    • Assign to Source: Assign tasks to Employee, Manager, or Mentor roles.
    • Relative Due Date Trigger: Conditions for when the task is assigned based on the plan's publish date.
    • Date Offset Type: Determines the timing of task assignment, with options for 'On' or 'After'.
    • Number of Offset Days: Specifies the number of days for task assignment triggers.

    Key Outcomes

    By appropriately configuring these task template fields, ServiceNow customers can effectively manage employee journeys, ensuring tasks are structured, assigned correctly, and aligned with relevant timelines. This streamlines HR processes and enhances the overall experience for employees and managers alike.

    To make a task template, fill in the task template fields.

    Table 1. Task template fields and descriptions
    Field Description
    Name Descriptive name for the activity that is associated with the task.
    Table Table that is used to track tasks and fields. Select the Task [sn_ja_task] table to enable access to the template fields.
    Template

    Template fields that appear only when a table is selected. Template fields are tracked in the Journey Accelerator Task [sn_ja_task] table.

    The following settings apply to the overall properties of the task:
    • Mandatory: Set to true to make the task required. Set to false to make the task optional.
    • Editable: Set to true to enable users to modify task fields. Set to false so that users can't modify certain fields in the task.
      Note:
      When editable = false, the following occurs:
      • The plan creator can't change the To-do name, To-do description, or This to-do is optional fields.
      • Users can't delete the to-do task from a plan.
    • Type
      • Regular: Standard to-do task template.
      • Calendar: Schedulable task. Creates to-do task linked to Microsoft Office 365 calendar event.
    Active Option that enables the task template when selected. Only active tasks are available for managers to use.
    Task short description Brief description of the task. This text appears to users from the Journey Accelerator plan. This field appears in the Short description field when you are managing tasks in stages.
    Task description Detailed description of the task.
    Parent plan table Higher-level table that associates an entry in the Journey Accelerator Task [sn_ja_task] with the table that tracks plans, Journey Accelerator Plan [sn_ja_plan]. Selecting the Journey Accelerator enables access to the plan-related fields.
    Assign to source User who is assigned the task:
    • Employee
    • Manager
    • Mentor
      Note:
      Initially, only the first mentor is assigned with to-do tasks in the list with multiple entries. Managers can reassign the to-do tasks to other mentors after the plan is created.
    Relative due date trigger Condition that is used to trigger when a task is assigned based on the publish date of the plan. This condition is evaluated with Date offset type and Date offset type.
    • Created
    • End on
    • Start on
    • Updated
    Note:
    Only use the Start on condition. Start on is selected by default.
    Date offset type Condition that is used to trigger when a task is assigned. This condition is evaluated with Relative due date trigger and Number of offset days.
    • On
    • After
    Note:
    The After condition is the default selection. We recommend that you use only the After condition.
    Number of offset days Condition that is used to trigger when a task is assigned. This condition is evaluated with Relative due date trigger and Date offset type.
    • Days
    • Hours
    Note:
    Only specify days, and keep hours set at 0 (zero).

    For example: If the Relative Due Date Trigger = Start On, Date Offset type = After, and Number of offset days = 5 days, the task is configured to trigger 5 days after the publish date of the plan.