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            Set Up Action Plans and Document Checklists for Grantmaking

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            Set Up Action Plans and Document Checklists for Grantmaking

            Create Action Plan templates to manage repeatable tasks for reviewing and approving grant applications.

            Required Editions

            Available in: Lightning Experience
            Available in: Nonprofit Cloud for Grantmaking and Public Sector Solutions. View edition availability.
            User Permissions Needed
            To create action plan templates and action plans: Action Plans permission set
            To create document checklist items: Document Checklist permission set

            Create Action Plans templates to define and manage the repeatable tasks that grantmakers need to complete, review, and approve applications. Include document checklist items in action plans to help ensure that applicants submit all of their required supporting documents. Learn more in Action Plans and Document Tracking and Approvals.

             
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