Task template form

reference brazil Updated Sep 10, 2026 2 min read task-template-form.md
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Use the Task template form to define a reusable recovery task or event task. It can be inserted into plans, loss scenarios, recovery strategies, exercise events, crisis events, or activated plans.

Task template form

[Omitted image "recovery-task-template-form.png"] Alt text: Recovery task template form showing Number, Active, Short description, Dependencies, Phase, Task classification, and related lists.

For description of the field values, see the table.

Field

Description

Number

Auto-generated identifier for the task template (for example, RTT0010003).

Active

Set to true to make the template selectable from Add tasks and Add groups dialogs.

Short description

Short description shown on tasks created from this template.

Description

Full task description.

Dependencies

Other task templates within the same task template group that must be completed before this one starts.Note: Dependencies apply only when the template belongs to a task template group.

Phase

Recovery phase that the task belongs to. The Phase set here takes precedence over a Phase filter on the parent list. See Add recovery tasks.

Task classification

Manual or Automated.

Tag

Tag to categorize the task.

Configuration item

Configuration item the task applies to.

Asset recovery level

Recovery level the task contributes to: Not recovered, Partially recovered, or Recovered.

Tag assets

All or None. You can change it to Specific after it is added to the plan. Controls how impacted assets are computed when the task is materialized.

Include task in

Both actual events and exercises, Actual events only, or Exercises only.

Planned duration (Days, Hours, Minutes, Seconds)

Estimated duration that pre-populates the Planned duration on the created task.

Owner

Default owner assigned to created tasks.

Assignment group

Default assignment group.

Additional assignees

Additional assignees for the created task.

Task template group

Read-only. The parent task template group when the template was created inside one.

## Related lists
Related list Description
Plan templates Plan templates that include this task template.
Loss scenarios Loss scenarios that include this template through their task template groups.
Recovery strategies Recovery strategies that include this template.

Parent Topic:Configure Task templates and Task template groups

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