Share a task plan template with other users or groups

  • Release version: Zurich
  • Updated September 24, 2025
  • 1 minute to read

    • Share templates and grant access to the template with specific users, groups, or service organization or service organization criteria and member type.

    Before you begin

    Role required: admin

    About this task

    If the template is in Draft state, users can edit it. If the template is in a published state, then users cannot make any changes to the template.

    Procedure

    1. Navigate to All > Task Plan Templates > All Task Plan Templates.
    2. Select an existing task plan template.
    3. Select New.

      A new access record opens with the template number pre-filled.

    4. Specify task plan template access field details.

      For access record fields and description see: Task plan template access record

    5. Select Submit to save the access record.