Task Plan Templates release notes

  • Release version: Store
  • Updated June 11, 2026
  • 2 minutes to read
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    Summary of Task Plan Templates release notes

    Task Plan Templates enable ServiceNow customers to define and manage repeatable workflows by creating templates composed of tasks and related items. These templates support complex dependencies, document attachments, and controlled access, streamlining business process automation and ensuring consistency.

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    Key Features

    • Task Dependencies (Version 4.0.0, June 2026): Visualize and manage dependencies between template items through a node-map interface, supporting dependency types such as finish to start, start after start, and start together. This enables precise sequencing and coordination of tasks.
    • Sharing and Access Control: Configure detailed access permissions at user, group, and service organization levels with read, write, and delete rights. The Share Plan modal offers views to configure, confirm, and manage template access effectively.
    • Apply Template Action in Flow Designer: Automate task creation by using the "Apply Template" action within Flow Designer, facilitating seamless workflow integration.
    • Document References (Version 3.0.0, March 2026): Attach and manage documents securely within task plan templates. When templates are applied, all associated documents are automatically linked to the generated tasks, ensuring task owners have necessary resources.
    • Admin Configuration Setup (Version 2.0.0, December 2025): Administrators can define configuration types, set hierarchies, and customize fields visible to business personas during template creation, enhancing template customization and governance.
    • Ownership and Global Templates: Admins and owners can transfer template ownership. Templates can be marked as global to make them visible to all users with read access, simplifying template sharing across the organization.
    • UI Enhancements and Security: Introduction of a dedicated UI page for task plan template items, with certain fields set to read-only for security, alongside various UI and security fixes.

    What to Expect

    By leveraging Task Plan Templates, ServiceNow customers can efficiently create structured, repeatable task sequences with clear dependencies and attached documentation. The enhanced access controls and admin configurations provide robust governance and security, while automation through Flow Designer integration accelerates task deployment. These capabilities help reduce ambiguity for agents, improve process consistency, and ensure secure, controlled collaboration within the platform.

    Version history for the Task Plan Templates application on the ServiceNow Store.

    Important:
    For details on system requirements and family compatibility, view the application listing on the ServiceNow Store website.

    Version history

    Version 4.0.0 - June 2026
    • Task Dependencies
      • TheTemplate Dependencies tab on a task plan template record displays a node-map of dependencies between template items. SelectNew Dependency to create a dependency, and select an edge to edit or delete it. Each edge is labelled with one of the following dependency types:
        • Finish to start
        • Start after start
        • Start together
    • Sharing and Access Control of task plan templates
      • The Share plan modal in the task plan template workspace provides three views: Share plan, Success, and Manage access. These views enable you to configure, confirm, and manage access to a task plan template.
      • Apply template as an action in Task plan templates
      • Apply Template action is available in Flow Designer. Use this action to automatically create tasks from a task plan template.
    Version 3.0.0 - March 2026
    • New in the  Australia  release:
      • Task Dependency
        • The dependency relationships between template items (e.g. tasks, case, and case tasks) are defined in sn_task_plan_template_dependency table and by applying the template, the dependencies between the generated tasks are created and stored in the sn_task_dependency_m2m table. Task dependencies provide controlled sequencing within Task Plan Template items. By defining predecessor and successor relationships, the tasks can start at correct time reducing ambiguity for agents.
      • Add and Manage Document References in Task Plan Templates
        • The Task Plan Framework now supports attaching documents to task plan template items. Document references are stored in the sn_task_plan_template_document table and are available through form views and related lists, depending on template state and user permissions. Document handling is secure and aligned with template access controls, ensuring that only authorized users can view or modify attached files.
        • By selecting “Apply Template” for any published task plan templates, the system automatically adds all document references from the original template items to the newly created tasks, ensuring seamless access for task owners to all required documents.
    Version 2.0.0 - December 2025
    • New:
      • Admin Configuration setup:
        • Configuration data model for admin to define the task plan configuration types
        • Platform UI for the admin to create task plan configurations including hierarchy and the fields that need to be shown on the task plan template item page when a business persona is creating a task plan template item.
      • Sharing and Access control of task plan templates: Users can now provide access to task plan templates at various levels, including user, group, and service organization. Access types include read, write, and delete.
      • UI Page: A new record page has been created for Task Plan template items.
    • Changed:
      • Ownership Management: Admins and owners can change the owner of a task plan template.
      • Global Templates: Task plan templates can be marked as global, making them visible to all users with read access.
      • Read Only fields:Some fields were changed to Read Only for enhanced security.
    • Fixed: Contains some UI-related and security-related defect fixes.
    Version 1.0.1 - August 2025
    A task plan template allows the business user to define repeatable tasks and other items needed to complete a business process. The task plan template consists of template items which include the task definitions along which any child tasks or other related items that need to be created when the task plan template is applied.