Task plan template access record

---
title: Task plan template access record
description: The task plan template access record is created with pre-filled template number. The access fields need to be specified to create and save the task plan record.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/customer-service-management/task-plan-template-access-record.html
release: australia
topic_type: reference
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Share a task plan template with other users or groups, Sharing task plan templates, Task Plan Templates, Case management, Organize agent workspaces, Configure, Customer Service Management]
---

# Task plan template access record

The task plan template access record is created with pre-filled template number. The access fields need to be specified to create and save the task plan record.

<table id="table_oby_vs5_ghc"><thead><tr><th>

 

</th><th>

 

</th></tr></thead><tbody><tr><td>

User

</td><td>

User of the template. Search and select a user from the list, or select **New** to create a user.

</td></tr><tr><td>

Group

</td><td>

Group for the template. Search and select a group from the list, or select **New** to create a group. **Note:** On entering or by selecting the user or group name from the list, all other fields are disabled.

</td></tr><tr><td>

Service Organization

</td><td>

Service organization for the template. Search and select a service organization from the list, or select **New** to create a new service organization.

</td></tr><tr><td>

Organization Criteria

</td><td>

Criterion for the template.

</td></tr><tr><td>

Optional

</td><td>

Member type. For example, Location Agent, Listed Member, Location Contributor.

</td></tr><tr><td>

Member Type

</td><td>

Appropriate member type for the service organization criteria. **Note:** This field is enabled only when **Service Organization** or **Organization Criteria** is selected.

</td></tr></tbody>
</table>