List creators can generate action plans for multiple actionable list members and assign
action items to various colleagues
as
defined in the action plan template.
Required Editions
Available in: Lightning Experience
Available in: Enterprise, Professional, Starter, and
Unlimited Editions with the required
add-ons
User Permissions Needed
To view actionable list members:
Actionable Segmentation permission set
To create and assign action plans:
Action Plans permission set
From the App Launcher, find and select Actionable Lists.
Select the actionable list that you want to create action plans for.
Select the records in the Actionable List Members
component,
and click Create and Assign Action Plan.
The
Create Bulk Action Plans page opens.
Enter a name for the action plan.
Select the date that the action plan starts from.
Select the action plan template.
Select the default status of the action plan status.
If necessary, select Skip non-working days for task.
To review the details, click Next.
To
mark that the action plan is created, select the
actionable list member status, and click Done.
Action plans are created for multiple list members in an actionable list. List creators
receive a notification and an email after the creation of the action plan. List creators can
submit a new bulk action plan request only after the previous request is processed.
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