---
title: "Defining Conditions for Task Templates"
slug: "defining-conditions-for-task-templates"
updated: 2026-10-27T23:11:33Z
published: 2026-10-27T23:11:33Z
canonical: "ims-handbook.cenosco.com/defining-conditions-for-task-templates"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://ims-handbook.cenosco.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Defining Conditions for Task Templates

> [!NOTE]
> Take note
> 
> This overview will explain how to Define and Edit the Conditions under which Task Templates will be available.

When you have [created your new Task Template](/v414/docs/creating-new-task-templates), you can define the Conditions under which it will be available. Use the Task Template Editor to add a Condition Group to your Task Template through the Applicable When section. This can be done in one of the following ways:

- Selecting an existing Condition Group.
- Creating a new Condition Group.

To do so you will first need to open the Task Editor.

## Opening the Task Template Editor

To open the Task Template Editor:

- Navigate to the [Task Template Main Menu](/v414/docs/listing-task-templates).
- Click the Name of the applicable Task Template to open the Task Template Editor.

![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/image-WQX19FLX.png?sv=2026-02-06&spr=https&st=2026-10-28T16%3A00%3A19Z&se=2026-10-28T17%3A00%3A19Z&sr=c&sp=r&sig=U5lDGrIMH1nhGmXdJpvwEqxHnGJ%2B7kfxAbDfEh73ymw%3D)

Click the Name of the applicable Task Template to open the Task Template Editor.

## Adding an Existing Condition Group

To add an existing Condition Group:

- Navigate to the Applicable When section on the right of the Task Template Editor.
- In the Condition Group field, click on the down arrow.
- From the drop-down menu, select one of the available options. Note: The available options in the Condition Group drop-down menu depend on the selected Strategy Type.

![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/Screenshot_119.jpg?sv=2026-02-06&spr=https&st=2026-10-28T16%3A00%3A19Z&se=2026-10-28T17%3A00%3A19Z&sr=c&sp=r&sig=U5lDGrIMH1nhGmXdJpvwEqxHnGJ%2B7kfxAbDfEh73ymw%3D)

From the Condition Group drop-down menu, select the applicable option.

## Creating a new Condition Group

To create a new Condition Group from the Applicable When section in the Task Templates Editor:

- In the Condition Group field, click the *Plus* button.

![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/Screenshot_120.jpg?sv=2026-02-06&spr=https&st=2026-10-28T16%3A00%3A19Z&se=2026-10-28T17%3A00%3A19Z&sr=c&sp=r&sig=U5lDGrIMH1nhGmXdJpvwEqxHnGJ%2B7kfxAbDfEh73ymw%3D)

Click the Plus button to create a New Condition Group.

You will be redirected to a pop-up window from which you can add a new Condition Group.

- Fill in the data in the pop-up window:
  - The Active checkbox will be ticked. Untick it if you want to make your Condition group inactive
  - In the Name filed enter the name of your Condition Group.
  - In the Description field, add a short description for your Condtion Group.
- Click **Save.**

![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/Screenshot_121.jpg?sv=2026-02-06&spr=https&st=2026-10-28T16%3A00%3A19Z&se=2026-10-28T17%3A00%3A19Z&sr=c&sp=r&sig=U5lDGrIMH1nhGmXdJpvwEqxHnGJ%2B7kfxAbDfEh73ymw%3D)

Click Save to save the newly created Condition Group.

Clicking **Save** will redrect you back to the Task Template Editor.

### Defining Conditions

After creating the new Condition Group you will need to define the Conitions under which it should be applicable. To define the Conditions:

- Select "And" or "Or".
- Click **+ Add Group.**
- Click **+ Add Field** and select the appropriate logic.
- Click **Save** when done.

![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/Screenshot_123.jpg?sv=2026-02-06&spr=https&st=2026-10-28T16%3A00%3A19Z&se=2026-10-28T17%3A00%3A19Z&sr=c&sp=r&sig=U5lDGrIMH1nhGmXdJpvwEqxHnGJ%2B7kfxAbDfEh73ymw%3D)

Click Save to save the Conditions.

When the Conditions are added, you can proceed [adding Tasks and Subtasks to your Task Template](/v414/docs/adding-tasks-and-subtasks-to-task-templates).