---
schema_version: "1"
id: 97deb1d41de661801532b180cec2698f8d0daa7693a58d798a1acd97a9cb962e
title: Add Problems, Goals, and Tasks
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/add_problem_goals.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.add_problem_goals.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5f1c90760e3333127a29995d974208049f8c4bb2a0c0133c37665109cfa11eaa
description: Problems, goals, and tasks create the basic structure for your patient or member’s care plan.
products:
  - Health
release: "264"
---
# Add Problems, Goals, and Tasks

Problems, goals, and tasks create the basic structure for your patient or member’s care plan.

### Required Editions

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              <p>Available in: Lightning Experience</p>
              <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with Health
                Cloud</p>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d204319e66 ">To create tasks:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d204319e66 ">Health Standard</td>

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1. Go to the All Care Plans tab.
2. Expand your care plan and go to the Tasks subtab.
3. From here, you can either add your problems, goals, and tasks separately, or apply a set of problems, goals, and tasks using a template. To apply problems, goals, and tasks separately, do this:
    
    1. To add problems, set the Group By view to **Problem**.
    2. Click the **New Problem** button.
    3. Enter a name, description, priority, and sort order for your problem and click **Save**.
    4. To add goals, set the Group By view to **Goal**.
    5. Click the **New Goal** button.
    6. Enter a name, description, priority, due date, progress percentage, and sort order and click **Save**.
    7. To add tasks, click the **Add new task** link in either the problem or goal view.
    8. Fill in the relevant details. If you want to associate your task with a specific problem or goal in your care plan, use the **Problem** and **Goal** lookup fields. But, don’t associate a task with both a problem and a goal.
    9. Click **Save**.
    
    To apply problems, goals, and tasks using a template, do this:
    
    1. Click the **Actions** button and select **Apply Care Plan Template**.
    2. Select the templates you want and click **Next**. You can select up to 15 templates per care plan.
    3. Customize your selected templates, and click **Next**.
        
        You can customize a **Task Name** and **Due Date** by clicking the **Edit** icon next to the corresponding field. To remove components and their child components that aren’t relevant to your care plan, deselect the checkbox next to the component.
    4. Review your problems, goals, and tasks, and click **Apply**.