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            Show Action Plan Items in the Printable View

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            Show Action Plan Items in the Printable View

            If you want the printable view to show tasks, document checklist items, and files, edit the Action Plan page layout. Then add the Tasks and Document Checklist Items related lists to the page layout.

            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

            The printable view shows dependent tasks only if their prerequisite tasks are completed.

            1. From the object management settings for action plans, go to Page Layouts and select a page layout.
            2. In the palette, select Related Lists.
            3. Drag Tasks, Document Checklist Items, andFiles to the Related Lists section of the page layout.
            4. Edit the fields in the related lists, then save your changes.
             
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