Create a Workplace task template

A Task template simplifies the process of creating tasks in Workplace Case Management by populating fields automatically.

Before you begin

Role required: sn_wsd_case.admin or sn_wsd_case.manager

About this task

Create a task template for use when creating a workplace service.

Note: Administrators may use task assignment rules to control the automatic assignment of workplace tasks as long as the task template is not already assigning a person or group to the task. For more information on assignment rules, see Define assignment rules.

Procedure

1. Navigate to All > Workplace Case Management > Workplace Case Management - Setup > Task templates.

2. Create a template or modify an existing template.

   • If you are creating a template, click New.
   • If you are modifying an existing template, open that template. For information about the template form fields, see Create a template.

3. In the Table field, select the Workplace Task [sn_wsd_core_workplace_task] table.

4. Click Submit.

Result

The task template is created. You can use this template for Workplace services.

Parent Topic:Configuring Workplace Case Management

Related topics

Install Workplace Case Management

Create a Workplace case template

Smart Assessment for Workplace Case and Task

Automating seat assignment for new hires

Configure Approval options

Configure a Record producer

Configuring a record producer for request edit

Configuring a record producer for reservation

Create an SLA Definition

Create a Workplace service

Add a workplace service item to a workplace service

Create a workplace template configuration

Create a workplace field mapping

Configure an escalation rule

Add Fulfillment instructions

Group similar workplace cases under a parent case