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

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Field Service Management

ft:clusterId :

    - fsm

bundleId :

    - fsm

workflow :

    - Customer and Industry


---

# Set up work plans linked to task plan templates

# Set up work plans linked to task plan templates {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Configure work plans and associate it with task plan templates.

## Before you begin

Role required: sn_fsm_planned_wm.planned_work_admin

## About this task

When the conditions specified in the Planned Work Schedule Task Template are met, tasks, cases, or incidents are created based on the defined task plan templates.
For example, to meet the monthly audit requirement of inspecting multiple stores of the same organization simultaneously, you should create individual planned work schedules for each audit. Link each schedule to a different task plan template. Include relevant conditions in each planned work schedule template to ensure the correct template is applied when generating tasks specific to each audit.

## Procedure

1. Configure linking of output records with schedule occurrences.  
   You can link output records with schedule occurrences by one of the following ways.
   * Create m2m table. For more information, see [Create a many-to-many table relationship](https://www.servicenow.com/docs/r/platform-administration/table-administration-and-data-management/t_CreateAManyToManyRelationship.html)
   * Add reference fields on the output record tables pointing to the Schedule Occurrence (wm_plan_work_schedule_occurrence) table.
   {#setup-work-plan-with-task-plan-template__choices_yj2_jl5_zjc}
2. Implement the `sn_fsm_planned_wm.TaskPlanTemplateOutputTasks` extension point to define the create, read, update, and delete operations on the output records.  
   For more information, see [Extension points in Field Service Management](https://www.servicenow.com/docs/RV9Jy7UuLuUOrw9tK~TA0A "Use extension points to customize various configurations.").
3. Manage state flows of output records and schedule occurrences.  
   The state of schedule occurrences aren't updated automatically. You're required to update and handle the state of schedule occurrences based on the change in the state of output records.
4. [Create a work plan](https://www.servicenow.com/docs/NCA7SdEQLPQFJY5d~wGtrQ "Create a work plan to specify how and when the work should be performed for any activity.").
5. [Configure a work schedule](https://www.servicenow.com/docs/wZmCsAUaZR1z35ESP9_QKQ "After creating a work plan, it’s important to define specific criteria to determine when the plan should be executed. This includes defining the start date and end date for the plan's execution. To create a flexible work schedule for the plan, you can configure multiple work schedules for it and assign them accordingly.").
6. [Associate a task plan template to a work schedule](https://www.servicenow.com/docs/15R2S92F2~UNqsDeAucSQQ "Map a single or multiple task plan templates to a planned work schedule. Add conditions to identify the relevant templates for the planned work records.").
{#setup-work-plan-with-task-plan-template__steps_scl_jpd_dkc}