Create an action task template

task australia Updated Sep 10, 2026 1 min read create-an-action-task-template.md
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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 All > Personal Data Rights > Request Configuration > Action Task Templates.

  2. Select New.

  3. On the form, fill in the fields.

    Field Description
    Name Name of the template. For example, Right to correct personal data.
    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
  4. Build the conditions as required.

  5. Select Submit.

Parent Topic:Configuring Personal Data Rights

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