Action Plan Lightning Components

These Lightning components are available:

Action Plans List

Provides the list of action plans related to a record and how each action plan is progressing. The component includes a button to add an action plan. You can add this component to pages for account, campaign, case, contact, contract, lead, and opportunity records. You can also add this component to pages for records for custom objects that have activities enabled.

Action Plans Highlights

Shows the status, created date, and assigned user for an action plan template. The component includes buttons to add a task and publish and deactivate the template. You can add this component to the Action Plan Template page.

Action Plans Template Tasks List

Shows the list of tasks belonging to an action plan template. You can add this component to the Action Plan Template page.