Create a task plan template configuration
Admins can create configurations for task plan templates that pre-fill information in task plan template fields.
Before you begin
Role required: sn_task_plan.admin​ or sn_task_plan.creator role
About this task
When you create task plan template configurations, you streamline the process of creating task plan templates for your team. Configurations pre-fill fields in task plan templates, such as Target table and Description.
Procedure
- Navigate to
- Add a brief description to the Short description field.
- Optional: Add the Target table you want to associate with the task plan template.
- Check the Active checkbox to active the configuration.
- Select Submit.