You are here:
Manage Action Plans and Tasks in the Territory Plan Hierarchy
Configure action plans, assessment tasks, and sprints in the territory plan hierarchy. Drill down to individual tasks with search and filter actions. Edit the records and update statuses to mark the tasks and action plans as complete. To mark an action plan or assessment task as complete, update the status of the record.
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 edit records in the territory plan hierarchy: | Life Sciences Key Account Management |
Create and Update Action Plans in a Territory Plan
Territory business plans give you the flexibility to add action plans on the go, without having to switch screens. You can also update the status of the action plans and remove the ones that aren’t needed.
- From the App Launcher, find and select Territory Business Plans and select a record.
- Go to the Goal Assignment tab.
-
To create an action plan, do the following.
-
To add an action plan, click
next to the goal assignment, and click New Action Plan.
- Make sure the goal assignment selected in the Target Record field is the goal assignment you're creating the action plan for.
- Add a name for your action plan and enter a start date.
- Select an action plan template with which you associate the action plan.
- Save your changes.
-
To add an action plan, click
Create and Update Assessment Tasks in a Territory Plan
Update the statuses of the assessment tasks directly from the territory business plan hierarchy. The trigger handlers working behind the scenes dynamically update the progress bars of all the related action plans and goal assignments, so that you can check the status of the entire territory plan at a glance. You can also create ad hoc assessment tasks when needed, and remove the assessment tasks you don’t need.
- From the App Launcher, find and select Territory Business Plans, and then select a record.
- Select the Goal Assignment tab.
-
To add assessment tasks on the go, do the following.
-
Click next to the action plan the assessment task is a part of.
- Click New Assessment Task, and add the following details.
- Add a name for your assessment task and select a status.
- Make sure the action plan selected in the Reference Record field is the action plan you’re adding a new assessment task to.
- Save your changes.
-
Click
-
To assign the task, click , and in AssignedTo ID, select a user or group.
Assign a Sprint to an Action Plan in a Territory Plan
Stay informed about the accomplishment of your target goals in a territory plan. Track the progress of action plans assigned to each goal with the help of sprints.
- From the App Launcher, find the Territory Business Plan record whose action plans you want to track.
-
On the Goal Assignments tab, next to the action plan you want to track, click , and then click Assign or Unassign Sprints.
- Select a sprint to assign to the action plan.
- Save your changes.
