--- title: "Task Template" slug: "task-template" updated: 2025-12-24T07:23:46Z published: 2025-12-24T07:23:46Z canonical: "help.symphonysummitai.com/task-template" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt > Use this file to discover all available pages before exploring further. # Task Template You can predefine the Tasks to be created for CR based on certain criteria (Owner Workgroup, Change Type, Category and Change Category). If Owner Workgroup, Change Type, Category and Change Category as specified in Task Template Configuration match with newly created Change Record, Tasks are created automatically and appears in Draft mode under the **Relationship** tab of the Change Record. You can configure, modify and remove **Task Template**. Task can be of three types: Implementation, Post Implementation, and Rollback. - If Implementation Task is successful, Post Implementation Task is initiated and Rollback is cancelled. - If failure occurs in the Implementation Task, Rollback Task is Initiated and Post Implementation is cancelled. Sequence of the Task can also be predefined using the dependency. You can also create new Draft Task on the **Change Record Details** page. For more information. ### Configure Task Templates To configure **Task Templates**, perform the following steps: 1. Select **Change** > **Configuration** > **Task Template** > **Add New**. The **Task Template** page is displayed. 2. On the **Task Template** page, select the Department and fill in the other required details at left pane. 3. Under the **Criteria** and **Details** section, fill in the other required fields. For more information about the fields on the **Task Template** creation page, see Field Description. 4. Click **Submit**. A new **Task Template** is created. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Task_Template_Details_Page.png) Figure: Task Template page > [!NOTE] > Notes: > > - If **Initiate Task** check box is selected under the **PROPERTIES** pop-up (**APPROVAL** section) of the **CR WORKFLOW** page, the statuses of the draft Tasks under the **RELATIONSHIP** section become new after an approval level as defined in the Workflow. > - If **Initiate Task** check box is not selected, the Task functionality works as per the traditional way. > - For **Normal**, **Standard**, and **Expedited** Change Type, Task is initiated once the CR is approved. > - For **Emergency** Change Type, when e-CAB Approval is required After Implementation, Task is initiated after Initial Authorization of the CR. > - For **Emergency** Change Type, when e-CAB Approval is required Before Implementation, Task is initiated once the CR is Approved. #### Field Description The following table describes the fields on the **Task Template** page. | Field | Description | | --- | --- | | Department | Select the Department from the list. | | Task Name | Specify the Task Name | | Task Type | Select the type (**Implementation**, **Post** **Implementation**, **Rollback**) of the task from the drop-down list. - **Implementation:** Implementation is the incorporation of the Task. - **Post Implementation:** Post Implementation is the review of implemented Task. - **Rollback:** If any failures occur, Rollback task is initiated. **Note:** If Implementation Task is successful, Post Implementation Task is initiated and Rollback is cancelled. If failure occur in the Implementation Task, Rollback Task is Initiated and Post Implementation is cancelled. | | Information | Specify the required information of the Task. | | Description | Type in the brief description of the Task. | | Active | If selected, the Task Template configuration becomes active. | | **Criteria** | | Owner Workgroup | Select a Workgroup from the list to indicate as an Owner Workgroup for this Template. | | Change Type | Select the Change Type from the list: Standard, Normal, Emergency, and Expedited*.* | | Change Category | Click the search icon and select the Change Category of the Task. | | Category | Select the Category from the Category list: Small, Medium, and Large. | | **Details** | | **Classifications** | | Urgency | Select the Urgency level from the list to indicate the Urgency level for the Task. | | Impact | Select the Impact from the list to indicate the Impact of the Task. | | **Assignments** | | Assigned Workgroup | Select the Workgroup you want to assign the Task Template | | Assigned Analyst | Select the name of the Analyst to assign the Task Template. | | Task Effort(In Days) | Specify the duration of the Task in days. | | Task ID | Select the Task ID of the Child Task. - If only one Task Template is created, the Task Id drop-down is empty. - If more than one Task Template is created, the Task ID appears in the drop-down according to the Task Type and Criteria. | | Dependency | Select the Dependency from the list. - Start to Start: Until Parent Task is started the Child Task of a CR cannot be started. - Start to Finish: To finish a Parent Task of a CR all the Child Tasks should be started. | | **Task Activation Notification** | | To | Specify the recipient e-mail id to send notification mails. You can add more then one recipient e-mail ids separated by comma. **Notes:** - If only E-mail Id is specified, recipient gets notification mail for any update of the Task. - If E-mail Id and Body are specified, recipient gets notification mail for Activation and Update of the Task. | | Subject | Specify the Subject of the notification e-mail. If Subject is not Specified, notification e-mail is sent with the default Subject format. - The default Subject format is ***TASKID* Task is *STATUS***. - TaskID and Status are dynamic fields, change according to the Task. | | Body | Specify the Body content of the notification e-mail. If Body content is not specified, notification e-mail is sent with the default Body format as displayed in the screenshot. | **Show List** Click **Show List** to display the **List** showing all the configured **Task Template** for the specified filters criteria. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Task_Template_List.png) Figure: Task Template List page **Task Template ID** column in the **LIST** table displays the ID associated with every configuration. - To edit a Task Template, select the **Name** of the template. Make appropriate changes and click **Submit**. - To display the inactive Task Templates, click the **Include Inactive** check box. > [!NOTE] > Note > > When the configured Task Templates are displayed in a list, **Add New** is displayed on the right-side panel. Click **Add New** to configure a new Task Templates. **Filters** Click **Filters** icon and fill in the details on the **Filters** pop-up page. Click **Submit**. The List of Task Templates appears according to the criteria as shown in above image (Figure: Task Template: List page). ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Filters_Task_List.png) Figure: Task Template: Filters pop-up page