<h2>Create a task template for common task requests</h2><br/><div style="overflow-x:auto"> <html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en"><head><meta content="text/html; charset=UTF-8" /><meta name="copyright" content="(C) Copyright 2024" /><meta name="DC.rights.owner" content="(C) Copyright 2024" /><meta name="generator" content="DITA-OT" /><meta name="DC.type" content="task" /><meta name="DC.title" content="Create a task template for common task requests" /><meta name="abstract" content="If you have tasks that are often repeated across multiple jobs, you can create a task template and reuse it in multiple request templates. You can also use it on a Facilities request to pull common and repeatable information into a request." /><meta name="description" content="If you have tasks that are often repeated across multiple jobs, you can create a task template and reuse it in multiple request templates. You can also use it on a Facilities request to pull common and repeatable information into a request." /><meta name="DC.subject" content="task templates, request templates" /><meta name="keywords" content="task templates, request templates" /><meta name="DC.relation" scheme="URI" content="../../../product/planning-and-policy/concept/c_RequestTasksMgmt.html" /><meta name="DC.relation" scheme="URI" content="../../../product/planning-and-policy/concept/c_FieldServiceManagement.html" /><meta name="DC.relation" scheme="URI" content="../../../product/field-service-management/concept/fsm-application-landing-page.html" /><meta name="DC.relation" scheme="URI" content="../../../product/field-service-management/concept/configure-fsm.html" /><meta name="DC.relation" scheme="URI" content="../../../product/field-service-management/concept/configure-field-service-management.html" /><meta name="DC.relation" scheme="URI" content="../../../product/field-service-management/concept/field-service-process.html" /><meta name="DC.creator" content="ServiceNow" /><meta name="DC.date.created" content="2022-08-04" /><meta name="DC.date.modified" content="2022-08-04" /><meta name="DC.format" content="XHTML" /><meta name="DC.identifier" content="t_UseTaskTempForMultReqTemp" /><link rel="stylesheet" type="text/css" href="../../../CSS/commonltr.css" /><title>Create a task template for common task requests</title></head><body id="t_UseTaskTempForMultReqTemp"> <div class="breadcrumb"><a class="link" href="../../../product/planning-and-policy/concept/c_FieldServiceManagement.html" title="The ServiceNow Field Service Management application helps organizations to manage work tasks performed on location. Match tasks to agents based on skills, geographic territory assignments, and available inventory. Agents can record details on assigned tasks, such as completion status, travel time to jobs, and time spent.">Field Service Management</a> > <a class="link" href="../../../product/field-service-management/concept/fsm-application-landing-page.html" title="The ServiceNow Field Service Management application enables you to manage work orders and related tasks, resources, skills, assets, and locations. Use this application to dispatch work order tasks and agents to the customer location for performing any kind of field work, such as install, repair, or maintain equipment.">Field Service Management</a> > <a class="link" href="../../../product/field-service-management/concept/configure-fsm.html" title="Set up the Field Service Management application to create different types of workflow for field service solutions.">Configuring Field Service Management</a> > <a class="link" href="../../../product/field-service-management/concept/configure-field-service-management.html" title="The Field Service Management configuration can streamline the way work orders and related tasks are created, qualified, dispatched and scheduled to the agent. Furthermore, it also sets a process to source parts and create agent route and schedules.">Configuring the Field Service Management process</a> > <a class="link" href="../../../product/field-service-management/concept/field-service-process.html" title="All SM applications use either task-driven or request-driven processes for handling tasks. Field Service Management defaults to the task-driven method for handling work order tasks.">Field Service Management process</a> > </div> <h1 class="title topictitle1" id="ariaid-title1">Create a task template for common task requests</h1> <div class="body taskbody"><p class="shortdesc">If you have tasks that are often repeated across multiple jobs, you can create a task template and reuse it in multiple request templates. You can also use it on a Facilities request to pull common and repeatable information into a request.</p> <div class="section prereq p" id="t_UseTaskTempForMultReqTemp__prereq_hyq_hz3_hdb">Role required: facilities_admin<div class="p">Create a request template and an associated task template that contains the information you want to reuse.<div class="note"><span class="notetitle">Note:</span> Checklist templates are a way to populate a checklist of tasks to be completed. Checklist templates are created on a Facilities request or on a Facilities task. After being created, they can be saved as a template and be reused.</div> </div> <p class="p">When you create subsequent request templates, you can select the task template from the <span class="ph uicontrol">Task Template</span> field and save the file.</p> </div> <ol class="ol steps"><li class="li step"> <span class="ph cmd">Navigate to <span class="ph menucascade"><span class="ph uicontrol">All</span> > <span class="ph uicontrol">Field Service Management</span> > <span class="ph uicontrol">Catalog & Knowledges</span> > <span class="ph uicontrol">Work Order Templates</span></span>.</span> <table border="1" frame="hsides" rules="rows" cellpadding="4" cellspacing="0" summary="" class="simpletable choicetable choicetableborder" id="t_UseTaskTempForMultReqTemp__choicetable_npd_bdj_hdb"><col style="width:50%" /><col style="width:50%" /><thead><tr class="sthead chhead"><th class="stentry choptionhd" style="vertical-align:bottom;text-align:left;" id="d15188e88-option">Field</th><th class="stentry chdeschd" style="vertical-align:bottom;text-align:left;" id="d15188e88-desc">Description</th></tr></thead><tbody><tr class="strow chrow"><th style="vertical-align:top;" headers="d15188e88-option" id="d15188e101" class="stentry choption">Name</th><td style="vertical-align:top;" headers="d15188e88-desc d15188e101" class="stentry chdesc">A descriptive name for the Facilities Request Template.</td></tr><tr class="strow chrow"><th style="vertical-align:top;" headers="d15188e88-option" id="d15188e110" class="stentry choption">Short description</th><td style="vertical-align:top;" headers="d15188e88-desc d15188e110" class="stentry chdesc">A short description of the template.</td></tr><tr class="strow chrow"><th style="vertical-align:top;" headers="d15188e88-option" id="d15188e119" class="stentry choption">Description</th><td style="vertical-align:top;" headers="d15188e88-desc d15188e119" class="stentry chdesc">A detailed description of the template.</td></tr><tr class="strow chrow"><th style="vertical-align:top;" headers="d15188e88-option" id="d15188e128" class="stentry choption">Checklist template</th><td style="vertical-align:top;" headers="d15188e88-desc d15188e128" class="stentry chdesc">A Checklist template saved from the Facilities Request Form.</td></tr></tbody></table> </li><li class="li step"> <span class="ph cmd">Under Task information, create a task template.</span> </li><li class="li step"> <span class="ph cmd">Click <span class="ph uicontrol">Copy Task Template</span> to use a previously created template.</span> <table border="1" frame="hsides" rules="rows" cellpadding="4" cellspacing="0" summary="" class="simpletable choicetable choicetableborder" id="t_UseTaskTempForMultReqTemp__choicetable_tgw_2dj_hdb"><col style="width:50%" /><col style="width:50%" /><thead><tr class="sthead chhead"><th class="stentry choptionhd" style="vertical-align:bottom;text-align:left;" id="d15188e151-option">Field</th><th class="stentry chdeschd" style="vertical-align:bottom;text-align:left;" id="d15188e151-desc">Description</th></tr></thead><tbody><tr class="strow chrow"><th style="vertical-align:top;" headers="d15188e151-option" id="d15188e164" class="stentry choption">Task type</th><td style="vertical-align:top;" headers="d15188e151-desc d15188e164" class="stentry chdesc">The type of task being requested. Select:<ul class="ul" id="t_UseTaskTempForMultReqTemp__ul_n1p_p4k_hdb"><li class="li">Facilities Request Task</li><li class="li">Move Task</li></ul> </td></tr><tr class="strow chrow"><th style="vertical-align:top;" headers="d15188e151-option" id="d15188e182" class="stentry choption">Name </th><td style="vertical-align:top;" headers="d15188e151-desc d15188e182" class="stentry chdesc">Descriptive name of the task.</td></tr><tr class="strow chrow"><th style="vertical-align:top;" headers="d15188e151-option" id="d15188e191" class="stentry choption">Description</th><td style="vertical-align:top;" headers="d15188e151-desc d15188e191" class="stentry chdesc">Detailed description of the task.</td></tr><tr class="strow chrow"><th style="vertical-align:top;" headers="d15188e151-option" id="d15188e200" class="stentry choption">Depends on</th><td style="vertical-align:top;" headers="d15188e151-desc d15188e200" class="stentry chdesc">Indicates if the task depends on another task. For example, if you have two tasks, you can make task 2 dependent on task 1 completing before task 2 can start.<p class="p">After a task and task type are defined, you can select it in the next task in the <span class="ph uicontrol">Depends on</span> choice list.</p> </td></tr><tr class="strow chrow"><th style="vertical-align:top;" headers="d15188e151-option" id="d15188e216" class="stentry choption">Checklist template</th><td style="vertical-align:top;" headers="d15188e151-desc d15188e216" class="stentry chdesc">A Checklist template saved from the Facilities Request Form.</td></tr><tr class="strow chrow"><th style="vertical-align:top;" headers="d15188e151-option" id="d15188e225" class="stentry choption">Assignment group</th><td style="vertical-align:top;" headers="d15188e151-desc d15188e225" class="stentry chdesc">The group assigned to the task.</td></tr><tr class="strow chrow"><th style="vertical-align:top;" headers="d15188e151-option" id="d15188e234" class="stentry choption">Skills</th><td style="vertical-align:top;" headers="d15188e151-desc d15188e234" class="stentry chdesc">The skills required to be assigned to the request.</td></tr><tr class="strow chrow"><th style="vertical-align:top;" headers="d15188e151-option" id="d15188e243" class="stentry choption">Estimated work duration</th><td style="vertical-align:top;" headers="d15188e151-desc d15188e243" class="stentry chdesc">An estimation of the number of days, hours, or minutes to complete the request.</td></tr></tbody></table> </li><li class="li step"> <span class="ph cmd">Click <span class="ph uicontrol">Submit</span> or <span class="ph uicontrol">Save</span>.</span> </li></ol> </div> <div class="related-links"> <div class="familylinks"> <div class="parentlink"><strong>Parent Topic:</strong> <a class="link" href="../../../product/planning-and-policy/concept/c_RequestTasksMgmt.html" title="A request contains one or more tasks. These tasks allow qualifiers to define activities that must be done to complete a request.">Request task management</a></div> </div> </div></body></html></div>