33 Managing Task Templates

A task template defines a repeatable set of tasks required for a period. It is used as a basis for creating schedules. You can create templates for different types of periods, such as monthly or quarterly. You use templates to generate schedules for specific periods.

Template tasks are not assigned to specific days on a calendar, but are defined using generic days, for example, day-3, day-2, day-1, day 0, based on business process activities. You apply the task flow defined in the template to calendar dates when you create schedules.

If you are a Service Administrator or Power User, you can create, edit, delete, and have viewer rights to templates.