Task Plan Template form

---
title: Task Plan Template form
description: The Task Plan Template form displays details about a task plan template record.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/customer-service-management/task-plan-template-form.html
release: brazil
topic_type: reference
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Customer Service forms, Reference, Customer Service Management]
---

# Task Plan Template form

The Task Plan Template form displays details about a task plan template record.

The Task Plan Template form includes the following fields on the Details tab. After creating and saving a task plan template record, the system adds the Template Items tab to the form.

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

Field

</th><th>

Description

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

Name

</td><td>

The name of the task plan template

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

Number

</td><td>

The automatically generated record number.

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

Short description

</td><td>

A brief description of the task plan template.

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

Target record

</td><td>

You can apply the task plan template to an existing record in the selected table. The**Target table** can be any extension of the Task \[task\] table.**Note:** This field can be empty.

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

Active

</td><td>

Enables or disables the task plan template record.

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

State

</td><td>

The task plan template can be in one of the following states:-   Draft
-   Published

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

Set conditions

</td><td>

Use the condition builder to create one or more conditions that determine when the template is applicable.

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