---
sourceDocument: Zurich Governance, Risk, and Compliance
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/governance-risk-compliance

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Governance, Risk, and Compliance

ft:clusterId :

    - grc

bundleId :

    - grc

workflow :

    - Technology


---

# Create an action task template

# Create an action task template {#ariaid-title1}

* Release version: Zurich
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Create action task templates accessible to personal data rights administrators to align with various request types, such as the right to correct, delete, know, or opt-out. Using these templates for auto-generated action tasks
ensures that each task meets the specific requirements of the request type. This alignment guarantees consistency, compliance, and efficiency in handling personal data rights requests.

## Before you begin

Role required: system administrator

## Procedure

1. Navigate to AllPersonal Data RightsRequest ConfigurationAction Task Templates.
2. Select New.
3. On the form, fill in the fields.  
   {#create-an-action-task-template__table_ojt_klx_bcc__entry__2}

   | Field | Description |
   |-|-|
   | Name | Name of the template. For example, <kbd class="ph userinput">Right to correct personal data</kbd>. |
   | Table | Table to use for the template. This field is automatically set to Action task \[sn_grc_case_mgmt_case_task\] |
   | Active | Option to denote if the template is active. Only active templates are available to use. |
   | Application | Name of the application for which the template is created. This field is automatically set to GRC Personal Data Rights. |
   | Domain | Domain of the template. This field is automatically set to global. |
   | User | This field is automatically set to System Administrator. |
   | Groups | Groups that can view and use the template. |
   | Global | Option to denote that the template is available for all the users of an organization. |
   | Template | Fields to use to build the template |
   [Table 1. Template form]

   {#create-an-action-task-template__table_ojt_klx_bcc}
4. Build the conditions as required.
5. Select Submit.

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