Creating Task Templates

If you have a standard set of deployment tasks that are performed for similar release packages or release trains, environments, or applications, you can create templates for these tasks.

As you create tasks for release items, you can copy tasks from task templates, and then reorder, remove, or add new tasks as needed.

To create a task template:

1. Open the task templates project submit form in one of the following ways:

   • In Work Center, select a release package, click the More button, and select Create Task Template.

   • In Work Center, click +New and select your task templates project.

     (By default, the Task Templates project is used to store task templates for release packages and the Release Train Task Template project is used to store task templates for deployable release trains.)

2. Provide a name and description for the task template, and then select values for the following fields:
   • Release Type

     Select the release type to which the task template applies.

   • Applications

     Select specific applications to which the task template applies.

     Note: You can copy deployment tasks from any approved task template, and release type, application, and environment are used to filter the list of available tasks.
3. Select the environments to which the task template applies.
   Note: When you copy the task template to create a set of deployment tasks:

   • The environments must be configured in the resulting deployment task.
   • To configure them, edit the deployment task and update any information needed, then save the task.
4. Select the release engineer, release manager, and other release team members who will be responsible for the task template, and then click Submit.
5. Click the Edit Deployment Tasks button.
6. Use the form to add new tasks, copy tasks from another task template or release package, delete tasks, or change the sequence of tasks. Click Close when you are done.
7. Click Complete to send the task template to a release manager for review.
8. Once approved, the task template is available for release packages.

Creating Task Templates from Release Packages

You can create a task template from a release package using More > Create Task Template. If you do this, the environments from the release package's deployment path are included in the task template. If you want to change them, use the task template's Change Environments transition.

Creating Task Templates from Release Train Tasks

You can create a release train task template by submitting a task template and selecting the Release Train Task Template project. After the task is created, you can edit deployment tasks and copy tasks into the template from a release train.