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            Include More Fields in Action Plan Template Tasks

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            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.

            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

            1. On the action plan template record page, click the Setup icon, and select Edit Page.
            2. Click the Task component to select it.
            3. In the Properties pane, under Fields to Include, click Select and move the desired fields to the Selected list, then reorder them as needed.
              Note
              Note Ensure that the data types of the new fields are picklist, checkbox, or text field. If ad hoc creation of tasks is enabled, create a task and then edit it again to view the new fields. You can add custom fields to templates, but dependent picklists aren't supported for action plan templates.
            4. Click OK and save your changes.
             
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            Salesforce Help | Article