Configure a workplace task template

task australia Updated Sep 10, 2026 1 min read configure-workplace-task-template.md

Configure templates in Workplace Core that can be used to create workplace tasks. You can either modify predefined workplace task templates or create your own templates and associate them with workplace tasks.

Before you begin

Role required: sn_wsd_core.admin or sn_wsd_core.workplace_manager

About this task

Templates simplify the process of creating tasks in Workplace Core by populating fields automatically. The following predefined templates are available with the application:

Pre-cleaning
Post-cleaning

Procedure

Navigate to All > Workplace Core > Workplace Tasks > Workplace Task Templates.
Create a new template or modify an existing template.
- If you are creating a new template, select New.
- If you are modifying an existing template, open the desired template. For information about the template form fields, see Create a template.
Select the Workplace Task [sn_wsd_core_workplace_task] table in the Table field.
Apply the template to the required workplace task type.
1. In the Template section, select the Workplace task type field in the left column.
2. Select the required task type in the right column.
Select Submit.
Add a checklist to the template.

For steps on how to add a checklist, see Create a workplace task checklist.
Select Update.

Parent Topic:Managing workplace tasks

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---
title: Configure a workplace task template
description: Configure templates in Workplace Core that can be used to create workplace tasks. You can either modify predefined workplace task templates or create your own templates and associate them with workplace tasks.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/employee-service-management/safe-workplace/configure-workplace-task-template.html
release: australia
product: Safe Workplace
classification: safe-workplace
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Managing workplace tasks, Workplace Core, Safe Workplace, Health and Safety, Employee Service Management]
---

# Configure a workplace task template

## Before you begin

Role required: sn\_wsd\_core.admin or sn\_wsd\_core.workplace\_manager

## About this task

Templates simplify the process of creating tasks in Workplace Core by populating fields automatically. The following predefined templates are available with the application:

- Pre-cleaning
- Post-cleaning

## Procedure

1. Navigate to **All** &gt; **Workplace Core** &gt; **Workplace Tasks** &gt; **Workplace Task Templates**.

2. Create a new template or modify an existing template.

- If you are creating a new template, select **New**.
- If you are modifying an existing template, open the desired template.
For information about the template form fields, see [Create a template](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/platform-administration/t_CreateATemplateUsingTheTmplForm.md).

3. Select the **Workplace Task \[sn\_wsd\_core\_workplace\_task\]** table in the **Table** field.

4. Apply the template to the required workplace task type.

1. In the **Template** section, select the **Workplace task type** field in the left column.

2. Select the required task type in the right column.

5. Select **Submit**.

6. Add a checklist to the template.

For steps on how to add a checklist, see [Create a workplace task checklist](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/workplace-core/create-workplace-task-checklist-wsd.md).

7. Select **Update**.

**Parent Topic:**[Managing workplace tasks](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/safe-workplace/workplace-maintenance-tasks.md)