Share a task plan template with other users or groups

Share templates and grant access to the template with specific users, groups, or service organization or organization criteria and member type.

Before you begin

Role required: admin

About this task

If the template is in Draft state, users can edit it. If the template is in a published state, then users cannot make any changes to the template.

Procedure

1. Navigate to All > Task Plan Templates > All Task Plan Templates.

2. Select an existing task plan template.

3. Select New.

   A new access record opens with the template number pre-filled.

4. Specify task plan template access field details.

   For access record fields and description see: Task plan template access record

5. Select Submit to save the access record.