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Work with Action Plans and Templates
Discover the information you need when working with action plans effectively and efficiently.
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. |
- Create Action Plan Templates
Provide templates for users to create their own action plans. An action plan template defines the tasks and document checklist items needed to complete a business process. - Create Individual, Specific Action Plans from Templates
Action Plans allow you to capture repeatable tasks and then automate the task sequences improving collaboration and productivity. Using action plans, a team can automatically assign task owners and deadlines for specific client engagements. Action plans also make it easy to create reports and dashboards, so you can monitor progress and ensure compliance. - Show Action Plan Items in the Printable View
If you want the printable view to show tasks, document checklist items, and files, edit the Action Plan page layout. Then add the Tasks and Document Checklist Items related lists to the page layout. - Customize the Display Order of Tasks and Document Checklist Items
Use the reorder capability to rearrange tasks and document checklist items in an action plan or action plan template. - Edit Task Fields in Action Plans and Action Plan Templates
Edit multiple task field values at once from the action plan task list instead of editing each task individually in action plans and action plan templates. - Attach Files to Action Plans
Attach files to an action plan to reduce the overhead of attaching the same file or business collateral multiple times to various tasks of the same action plan. - Schedule Recurring Action Plans
With a recurring schedule, you can create recurring action plans for repeatable business processes. Before creating a recurring schedule for action plans, identify the tasks that you must perform.
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