Create planned task definitions

Create planned task definitions in Workplace Core to help workplace managers easily generate tasks that are often repeated and independent of shifts such as cleaning coffee vending machines or cleaning floors. You can quickly specify the task details and the frequency at which the task is to be performed.

Before you begin

Important:

Starting with Workplace Core (sn_wsd_core) version 2.1, all updates and new features are available only on the Workplace Service Portal. The workplace services provided by ServiceNow® are removed from the Service Portal on Workplace Core (sn_wsd_core) beginning with version 2.1. To configure the Workplace service catalog in the Service Portal, see Configure a catalog in Service Portal.

Role required: sn_wsd_core.admin or sn_wsd_core.workplace_manager

About this task

You can also access the planned task definition form by navigating to Workplace Safety Management > Workplace Tasks > Planned Tasks Definitions and selecting New.

Procedure

1. Navigate to Workplace Services Portal > Workplace Services Portal Home.
   Note:

   You can also raise a request from the Employee Center. On the home page, navigate to Workplace > Browse all Workplace and select the workplace service.
2. Open the Site safety category.
   1. Select Catalog.
   2. Select Browse by Categories.
   3. In the Workplace Services Catalog, select Site safety.
      Note:

      If there are multiple catalogs configured on the portal, go to the Catalogs list and select Workplace Services Catalog > Site safety.
3. Select Add planned task definition.
4. On the form, fill in the fields.

   Table 1. Planned task definition form

   Field	Description
   Name	Name of the planned task definition. For example, "Clean conference rooms" for the activity of sanitizing conference rooms.
   Schedule	Work schedule to be used for planned tasks.
   Workplace task template	Template used for the generated planned tasks. Selecting a template automatically populates certain fields such as Assigned to, Short description, and Workplace task type in the generated tasks. For information about workplace task templates, see Configure a workplace task template.
   Processing Time (hours)	Amount of time it should take to complete a planned task.
   Planned end time	Date and time by which the task should be finished.
   Planned start time	Date and time when the task should start.

5. Select Submit.
6. If you accessed the form from Workplace Service Portal, on the verification page, you can create another planned task definition or generate planned tasks from this definition immediately.
   Note:

   You can also use this definition to generate planned tasks later. See the instructions in the Generate planned tasks topic.

   Option	Action
   Create another planned task definition	Select Add another task definition.
   Generate planned tasks immediately	Select View all task definitions. Open the planned task definition and select Generate Task. Select the Workplace Tasks related list to view the generated planned tasks.

Result

• The planned task definition is added to the list of all planned task definitions that you can view by navigating to Workplace Safety Management > Workplace Tasks > Planned Tasks Definitions.
• If you created planned tasks from this definition, they are added to the list of all planned tasks. You can view those tasks by navigating to Workplace Safety Management > Workplace Tasks > Planned Tasks.