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