Clone a task plan template

---
title: Clone a task plan template
description: Clone an existing task plan template to create a new template that includes the items, conditions, and hierarchy of the original template.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/customer-service-management/clone-task-plan-template.html
release: brazil
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Task Plan Templates, Case management, Organize agent workspaces, Configure, Customer Service Management]
---

# Clone a task plan template

Clone an existing task plan template to create a new template that includes the items, conditions, and hierarchy of the original template.

## Before you begin

Role required: sn\_task\_plan.admin or sn\_task\_plan.creator role

## About this task

When you clone a task plan template, the system creates a new template with a unique record number, sets it to Draft status and active state, adds it to the task plan template list, and opens it in a new tab.

The cloned template includes the following:

-   The template items, including the item hierarchy.
-   Template item attachments.
-   Template item conditions.
-   Child Template Items related list.
-   Affected service organizations.
-   Document references.

**Note:** The Clone button is disabled if more than one task plan template is selected.

## Procedure

1.  Navigate to one of the following lists.

    -   **All** > **Task Plan Templates** > **Draft Task Plan Templates**
    -   **All** > **Task Plan Templates** > **Published Task Plan Templates**
    -   **All** > **Task Plan Templates** > **All Task Plan Templates**
2.  Select a task plan template by selecting the check box next to the record number.

3.  Select **Clone** from the Edit menu.

    The system creates a copy of the selected task plan template and opens the cloned template in a new tab.