ServiceNow Exchange: Building Effective Task Plan Templates in CSM
ServiceNow Community
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Apr 13, 2026
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video
When your team handles the same type of case repeatedly, manually creating tasks and records each time slows everyone down. Task Plan Templates solve this by letting you define your process once—then automatically generating all the necessary tasks and records whenever that process kicks off. Join our Product team: Madhuri Nandella and Priya Mohan, to see how Task Plan Templates can help process owners design efficient, repeatable workflows and give agents a consistent path to resolution every time. In this session, we'll cover: - How to build and configure Task Plan Templates for common business processes - The latest features and capabilities now available - Real-world scenarios and best practices for maximizing value Walk away ready to reduce manual effort and bring consistency to your case workflows. Don't miss out on this opportunity to connect with ServiceNow experts and get your questions answered! Register today! https://info.servicenow.com/ServiceNowExchange-CRM-Solutions.html?cid=losn:com Questions for the presenters? We do our best to allow time for Q&A at the end of the webinar. However, if you have questions about the topic, please post them in the comments section below and our product experts will be happy to assist you. About ServiceNow® Exchange: ServiceNow Exchange is your gateway to faster, smarter business outcomes. Connect with peers and industry experts as we simplify complexity through actionable insights, proven shortcuts, and insider tips. Explore curated sessions led by top ServiceNow innovators—designed to give you exclusive knowledge and practical tools to accelerate success and deliver real results. Click here to see the full catalog of ServiceNow Exchange events https://www.servicenow.com/community/live-on-servicenow/ct-p/live-on-servicenow-events
https://www.youtube.com/watch?v=fxu8LW-xS3s
Madhuri Nandella