Copy and Distribute Action Plan Templates

Action plan template cloning simplifies changes like correcting a typo in an associated task name or creating an action plan template based on an existing one.

With action plan template packaging, create and test action plan templates in a sandbox environment, and then deploy them in one or more production environments. You can upload packaged action plan templates to AppExchange. To use an action plan template that you installed through a package, you must clone the template and use the copy.

• Clone Action Plan Templates
  Simplify action plan template creation with cloning. When your business process changes, clone your existing action plan template and make changes rather than staring from scratch. You can use cloning to easily correct errors in existing action plan templates. Users can also clone an existing template as a reference to create a different version for their own use. After you install action plan templates through a package, clone the templates and use the copies.
• Create a Package with Action Plan Templates
  Share action plan templates between organizations with packaging. For instance, create and test an action plan template in a sandbox environment and deploy in production when the template is ready. Once you’ve created a package with your action plan templates, upload the package to get an installation URL that you can distribute.