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            Add Tasks to Account Plan Objectives

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            3. Financial Services Cloud Admin Guide

            Add Tasks to Account Plan Objectives

            Your relationship teams can create action plans by using the Tasks Flexcard component on the account plan objective record page. View an aggregated count of tasks, whether they're directly associated with objectives or through action plans. Visualize the distribution of tasks based on their progress status through a task distribution pie chart. Receive updates on the overdue tasks associated with action plans, ensuring timely follow-up.

            Required Editions

            Available in: Lightning Experience in Enterprise and Unlimited Editions with Financial Services Cloud
            User Permissions Needed
            To access business relationship plans:

            FSC Sales permission set
            1. From the App Launcher, find and select Commercial Banking, and then click Account Plan Objectives.
            2. Open the prebuilt account plan objective record page and navigate to the Tasks Flexcard component.
              The Tasks Flexcard component is available by default on the prebuilt Account Plan Objective Lightning page. If you create your own Lightning page, add the FSCAccountPlanObjectiveTasks Flexcard to view the tasks. See

              Add a Flexcard to a Lightning Page.

            3. Click the action menu item next to the refresh icon, and then select New Action Plan.

              If there are overdue tasks associated with action plans, the Tasks Flexcard component lists the names of those action plans, providing direct access to the action plans with overdue tasks.

            4. Enter a name for the action plan.
            5. Select a start date for the action plan.
            6. Select the action plan template.
            7. If needed, select Skip Nonwork Days for Tasks.
            8. Select the action plan status.
            9. To review the provided details, click Next.
            10. Save your changes.
              To create tasks for objectives without action plans, go to the Tasks tab from the App Launcher, and create a task. Specify the necessary details and relate the task with an account plan objective record.
             
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