Task plan templates driven order fulfillment

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read
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    Summary of Task plan templates driven order fulfillment

    Task plan templates in ServiceNow provide a no-code method to define and orchestrate the fulfillment journey for products by standardizing task creation and dependencies. This approach offers an alternative to Flow Designer, enabling more flexible product configuration workflows. When a domain order is created, ServiceNow automatically applies a matching task plan template based on the order’s specification and action, generating the necessary order tasks.

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    Note: Automatic closure of domain orders is currently disabled and requires custom implementation.

    Key Features

    • Task plan templates: Serve as containers grouping template items (tasks, child cases, or child case tasks) that define the fulfillment workflow.
    • Template items: Define individual tasks or records to be created, supporting hierarchical parent-child relationships.
    • Conditions: Enable precise control over when a template or template items apply, ensuring relevance to specific order scenarios.
    • Task dependencies: Use predecessor-successor relationships to sequence tasks correctly, reducing ambiguity and improving agent clarity.
    • Publishing: Templates stay editable in Draft state and can be published to become active, preventing duplicates with the same conditions.

    Key Outcomes

    • Empowers non-technical users to define complex fulfillment journeys without developer involvement.
    • Manages task dependencies to ensure correct task sequencing and timely execution.
    • Reduces IT dependency and accelerates deployment of new product offerings.
    • Standardizes fulfillment processes across products, improving consistency and operational efficiency.

    Creating and Configuring Task Plan Templates

    ServiceNow customers can create task plan templates by first defining the template and its applicable conditions. Next, they add template items representing the individual tasks or records involved in the fulfillment process. Conditions on these items ensure they are created only when appropriate. Finally, task dependencies can be configured to control execution order, and the template can be published to apply it to domain orders and cases.

    Use the task plan template to define tasks and their dependencies that are needed to orchestrate the fulfillment journey for a product to standardize fulfillment processes across products.

    A no-code approach in ServiceNow® that allows you to create task orchestration workflows using task plan templates. It as an alternative to flow designer, giving more options for implementing product configurations.

    For more information about Flow actions for fulfillment subflow definition, see Flow actions for fulfillment subflow definition.

    When the template is configured for a specification, the out of box logic, on domain order creation automatically searches for a matching template, based on the task's specification and action of domain order. When a template match is found, the template is applied to generate the order tasks under the domain order. To learn more about task plan template, see Task plan templates.

    Important:
    Automatic closure of domain orders is currently inactive and will require a custom implementation.

    Benefits of task plan template

    It enables non-technical users to do the following:
    • Define fulfillment journeys.
    • Manage task dependencies for simple task creation without developer involvement.
    • Reduce IT dependency.
    • Accelerate deployment of new offerings.

    Create a task plan template

    You can create a task plan template by following these steps.

    Step Explanation
    Create a task plan template. Create the template and set the conditions as to when the template applies.
    • The template functions as a container or group of template items.
    • The template identifies a plan to apply the associated template items.
    Configure task plan template To add conditions to a template item that determines when a template item is applicable.
    Create one or more template items. Create the template items to include in the task plan template. These items can be tasks, child cases, or child case tasks.
    • Template items are the tasks or records that are to be created when the template is applied.
    • Template items can be used to define a hierarchy of parent and child entities of any task type.
    Create conditions for template items. Set conditions as needed for each of the template items that identifies when a template item should be created.
    Task dependencies for task plan templates It provides controlled sequencing within the generated records from the template items in the Task Plan Template Dependency table. By defining predecessor and successor relationships, the tasks can start at correct time reducing ambiguity for agents.
    Publish the task plan template.

    While in the Draft state, you can make changes to the template, template items, and template item conditions.

    It allows to publish if the same condition template is not available.

    Publish the task plan template to apply it to cases and case types.

    To publish a task plan template, select Publish on the Task Plan Template form.