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            Create Tasks and Plans from the Goal Assignment Record

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            Create Tasks and Plans from the Goal Assignment Record

            You can configure action plans and assessment tasks directly from the Goal Assignment record. The action plan template and the associated assessment tasks automatically appear on the Territory Business Plan record page.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.
            User Permissions Needed
            To create tasks and plans from the goal assignment record: Life Sciences Key Account Management permission set
            1. From the App Launcher, find and select Goal Assignments, and select a record.
            2. On the Assessment Tasks tab, to create an ad hoc assessment task, click New.
            3. Click Dropdown next to an assessment task to clone it.
            4. To create an action plan, click New Action Plan.
             
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            Salesforce Help | Article