Creating task group templates

A task group template is a container object that contains tasks and other task groups. When you create a task group template, you must associate task and task group templates. Task group templates also support the use of variables.

Important

To perform procedures in this section, you must have Task Administrator permission. For information, see Task-Management-permissions.

There are two types of task group templates:

  • Basic—Uses sequencing to strictly specify the order of the tasks. 
  • Advanced—Uses a flow mechanism that establishes how the tasks relate to each other. For advanced task group templates, you can create flow between tasks and task groups to indicate how they behave at runtime. 

Before you create a task group template, you should create all the task and task group templates that it contains.

Recommendations

One predefined recommended task group template is automatically installed with Change Management for integration with BMC BladeLogic Client Automation. As an administrator, you can predefine additional task group templates to use with Change Management. To change the sequencing of tasks in a task group, you must have Administrator permissions or be a user with Unrestricted Access permissions. 

Basic task group templates - Sequencing type

Creating a sequencing type of task group template, offers the most basic functionality of task group templates. Sequencing type task templates are also the easiest for administrators to create. The sequence of tasks in a basic task group template occurs in the strict order that the administrator defines. As a result, administrators and users do not need to handle complicated qualifications in the task flow.

If needed, users can change the sequence at runtime.

Important

When you are designing the basic task group template, remember that task group templates can include task templates, but also other task group templates. Adding task group templates to your basic task group template can easily complicate the sequence of tasks offered to users.

To change the sequencing of tasks in a task group, you must have Administrator permissions or be a user with Unrestricted Access permissions. 

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Advanced task group template - Standard type

The task group template provided with the BMC Helix ITSM of applications uses advanced type task group templates. Advanced task group templates provide a sophisticated flow mechanism that lets you define how task templates and task group templates relate to each other. You can also use operators to define task completion.

Important

Unlike basic task group templates that utilize sequencing, users cannot change the sequence at runtime with advanced task group templates. For a step-by-step procedure to create advanced TMS workflow that bypasses tasks, see Example of creating task templates with a workflow.

 

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