Share a task plan template with other users or groups

---
title: Share a task plan template with other users or groups
description: Share templates and grant access to the template with specific users, groups, or service organization or organization criteria and member type.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/customer-service-management/share-task-plan-template-with-user-groups-serviceorg.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Sharing task plan templates, Task Plan Templates, Case management, Organize agent workspaces, Configure, Customer Service Management]
---

# Share a task plan template with other users or groups

Share templates and grant access to the template with specific users, groups, or service organization or 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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/task-plan-template-access-record.md)

5.  Select **Submit** to save the access record.