---
schema_version: "1"
id: db2a2a90bde662fb19dd76cba4fd0188fd35197d00a66ea0927089ab50443278
title: Provide Action Plan Templates
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/admin_document_automation_action_plans.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.admin_document_automation_action_plans.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f19d82cbbb56ce1b272628e5c87409f36ca03791d30da09b1592382dd704a81e
description: You can provide templates for users to create action plans. An action plan can improve the consistency of your document workflow by guiding the user to the right selection of document checklist items every time.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Provide Action Plan Templates

You can provide templates for users to create action plans. An action plan can improve the consistency of your document workflow by guiding the user to the right selection of document checklist items every time.

1. In the App Launcher, find and select **Action Plan Templates**, and click **New**.
2. Create an action plan template.
    1. Enter a name for the Action Plan Template.
    2. Select an Action Plan Type.
    3. For Target Object, select **Lead**.
    4. Save your work.
3. In the New Action Plan Template, under the Items subtab, click **New Document Checklist Item**.
4. Enter a name for the document checklist item, and select a document type, such as Referral.
    
    You can create more than one document checklist item. For example, your process may require a referral form and a driver's license.
5. Save your changes.
6. Click **Publish Template**.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-intelligent_document_automation-264-0-0-production-enus/fa4754b2-5d47-4e17-b70e-c22a1b51bd8c/images/icon_note.png)
    
    Note An action plan template can't be changed after it’s published. To make changes, create a template and remove the old one.

#### See Also

- [Action Plans](https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans&type=5&language=en_US)