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            Add an Action Plan Templates Tab

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            Add an Action Plan Templates Tab

            To give users convenient access to create action plan templates, add a tab to the navigation bar.

            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.

            You can add an Action Plan Templates navigation bar tab to Classic and Lightning apps.

            Note
            Note You can’t add navigation bar tabs to Community or Connected apps.
            1. From Setup, enter App Manager in the Quick Find box, then select App Manager.
            2. For each app you want to add the tab to, select Edit from the dropdown list.
            3. For Classic apps only, add a tab this way:
              1. Under Available Tabs, select Action Plan Templates, and click Add.
              2. In the Selected Tabs list, select Action Plan Templates and use the buttons on the right to adjust its position on the navigation bar.
            4. For Lightning apps only, add a tab this way:
              1. Under App Settings, click Navigation Items.
              2. In the Available Items list, select Action Plan Templates and add it to Selected Items.
              3. In the Selected Items list, select Action Plan Templates and use the buttons on the right to adjust its position in the navigation bar.
            5. Save your changes.
             
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            Salesforce Help | Article