Create and update task templates for plan configurations
Plan owners create and update task templates that are used in plan configurations.
Before you begin
Role required: Owner or co-owner of a Journey designer plan configuration.
About this task
Journey designer plan configuration owners can change or create task templates for a plan configuration.
-
Add task templates to a stage.
-
Create a task template.
-
Preview a template as a selected employee.
-
Publish a journey template (plan configuration) for approval by reviewer.
Note: If a plan configuration doesn't have any assigned approver, the plan configuration is immediately published when the changes are submitted.
-
Plan configurations that are published and currently in use aren’t impacted by changes.
Procedure
-
From the Employee Center service portal, navigate to the Journeys page.
-
Select the Journey templates tab.
-
Select the plan configuration that you want update.
Owners can add task templates to a stage or update a template already in a stage.
-
Add or update a task template.
|
Options |
Description |
|---|---|
|
Add task template |
|
|
Update task template |
Tip: Edit task template is listed under the vertical ellipses.
|
-
In the Submit for approval window, add information about the changes.
Add any necessary instructions for approvers.
Note: Plan configurations need only one approval to be published. If you have multiple approvers for a plan configuration, communicate any special instructions for the review and approval workflow to all approvers.
-
Select Submit.
An approval request task is sent to each of the approvers for the plan configuration.
Parent Topic:Journey designer plan configuration owners
---
title: Create and update task templates for plan configurations
description: Plan owners create and update task templates that are used in plan configurations.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/employee-service-management/journey-designer/jny-dsgnr-create-and-update-task-templates.html
release: brazil
product: Journey Designer
classification: journey-designer
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Journey designer plan configuration owners, Plan configuration components, Use, Journey designer, Employee Journey Management, HR Service Delivery, Employee Service Management]
---
# Create and update task templates for plan configurations
Plan owners create and update task templates that are used in plan configurations.
## Before you begin
Role required: Owner or co-owner of a Journey designer plan configuration.
## About this task
Journey designer plan configuration owners can change or create task templates for a plan configuration.
- Add task templates to a stage.
- Create a task template.
- Preview a template as a selected employee.
- Publish a journey template \(plan configuration\) for approval by reviewer.
**Note:** If a plan configuration doesn't have any assigned approver, the plan configuration is immediately published when the changes are submitted.
- Plan configurations that are published and currently in use aren’t impacted by changes.
## Procedure
1. From the Employee Center service portal, navigate to the **Journeys** page.
2. Select the **Journey templates** tab.
3. Select the plan configuration that you want update.
Owners can add task templates to a stage or update a template already in a stage.
4. Add or update a task template.
<table id="choicetable_ich_2cc_dwb"><thead><tr><th align="left" id="d737889e111">
Options
</th><th align="left" id="d737889e114">
Description
</th></tr></thead><tbody><tr><td id="d737889e120">
**Add task template**
</td><td>
1. Select **Add task template** for the **Stage** that includes the task template you’re adding a task template to.
2. Select **Use task templates** and click **Next**.
3. Select all the templates that you want to add.
4. Select **Use templates**.
5. Select **Add Templates**.
</td></tr><tr><td id="d737889e165">
**Update task template**
</td><td>
1. Select **Edit task template** next to the task template that you’re changing.
**Tip:** **Edit task template** is listed under the vertical ellipses.
2. Update the task template.
3. Select **Publish changes**.
</td></tr></tbody>
</table>5. Select **Publish changes**.
6. In the **Submit for approval** window, add information about the changes.
Add any necessary instructions for approvers.
**Note:** Plan configurations need only one approval to be published. If you have multiple approvers for a plan configuration, communicate any special instructions for the review and approval workflow to all approvers.
7. Select **Submit**.
An approval request task is sent to each of the approvers for the plan configuration.
**Parent Topic:**[Journey designer plan configuration owners](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/journey-designer/jny-dsgnr-owner-role-and-responsibility.md)
| title | Create and update task templates for plan configurations |
| description | Plan owners create and update task templates that are used in plan configurations. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/employee-service-management/journey-designer/jny-dsgnr-create-and-update-task-templates.html |
| release | brazil |
| product | Journey Designer |
| classification | journey-designer |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Journey designer plan configuration ownersPlan configuration componentsUseJourney designerEmployee Journey ManagementHR Service DeliveryEmployee Service Management |