Review the action plan default status value, life-cycle status values, and setup values
that suit your organization.
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.
From Setup, select Object Manager.
Select Action Plan, and open Fields &
Relationships.
Open Status.
In Status Picklist Values, remove the values that you don’t need, add your action plan
status values, and select the default value.
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