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            Add Tasks to Action Plan Templates

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            3. Action Plans

            Add Tasks to Action Plan Templates

            Add tasks that are commonly done together in a single action plan template.

            Required Editions

            Available in: Lightning Experience
            Available in: Automotive Cloud, Consumer Goods Cloud, Education Cloud, Financial Services Cloud, Government Cloud with Lightning Scheduler, Health Cloud, Manufacturing Cloud, Nonprofit Cloud, and Public Sector Solutions. View edition availability.
            User Permissions Needed
            To configure Action Plans:

            Action Plans permission set

            OR

            Modify All Data

            1. From the App Launcher, find and open Action Plan Templates.
            2. Select the required template and click New Task.
            3. Enter the task details for Subject, Priority, and Days.
            4. Select Required if you want to make the task mandatory to perform.
            5. Assign the task to a specific user and role.
            6. Select a time when you want to send a reminder to the task assignee on the due date.
            7. Save your changes.
             
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            Salesforce Help | Article