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Create Action Plan Templates
Provide templates for users to create their own action plans. An action plan template defines the tasks and document checklist items needed to complete a business process.
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 |
Need a refresher on the difference between an action plan template and an action plan?
- An action plan template captures the repeatable tasks involved in a specific type of engagement. You set up the action plan template once, and update it as your understanding of the repeatable tasks refines over time.
- An action plan is a run-time instance of the template that allows you to automate the sequence of the tasks you defined in the template. You generate an action plan from the template for each engagement. You can create multiple action plans from an action plan template.
To create a template:
- From the App Launcher, find and select Action Plan Templates, and then click New.
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Create an action plan template.
- Enter a name and a description for the action plan template.
- Select the template owner.
- Select a Target Object.
- Select the Action Plan Type as Industries.
- Save your changes.
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In the Items tab:
- To create a task, click New Task.
- To create a document checklist item, click New Document Checklist Item.
Note You can create multiple tasks and document checklist items. - Click Publish Template.
- Add Tasks to Action Plan Templates
Add tasks that are commonly done together in a single action plan template. - Add Task Dependencies to Action Plans
Ensure that all tasks in an action plan are current and actionable by defining the prerequisite tasks that must be done prior to the successor tasks. - Assign Action Plan Tasks to Roles
Set up account, case, or opportunity teams to let users assign an action plan task to a role rather than a specific person. - Assign Action Plan Tasks to Queues
Set up queues to let action plan template creators assign tasks to queues. When an action plan is generated from the template, any user that’s a member of the queue can take ownership of the assigned task. - Considerations for Creating Action Plan Templates
Before you create action plan templates, review these considerations. - Include More Fields in Action Plan Template Tasks
When creating tasks for action plan templates, you can capture more data for the tasks by including up to eight additional standard and custom fields in addition to the default fields, such as subject, priority, days, and comments. - Filter Action Plan Templates by Status
In the action plan templates list view, use the filter options to filter by status.
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