Manage Work Step Templates

Manage the work plan template entries that store the work step templates associated with your work plan template.

Available in: Lightning Experience

The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.

User Permissions Needed
To manage work plan template entries:	Create, Update, and Delete on work plan templates
To add work plan template entries:	Create on work plan templates
To reorder work plan template entries:	Update on work plan templates
To remove work plan template entries:	Update and Delete on work plan templates

On the work plan template, open the Related tab. On the Work Plan Template Entries related list, click Manage.
To add steps to the work plan template, click Add, and select work step templates from the list.
Save your work.
To remove steps from the work plan template, select the relevant work step templates, and click Remove Selected.
To confirm the action, click Remove.
To reorder the work step templates, click Reorder, and select the relevant work step templates.
To reorder the steps, click Move to Top , Move Up , Move Down , or Move to Bottom , and then click Save Reorder.
If you’re done, click Done.