---
schema_version: "1"
id: 8db1156426e6ce8e7fb2714155fb6af3e2820b1a6a88362943ed9d40de4487c2
title: Create an Ad Hoc Task by Using an Action Template
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/advanced_therapy_management_add_adhoc_taks_using_template.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.advanced_therapy_management_add_adhoc_taks_using_template.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f97dffdcc7f337c8abf0f64d892f62e1b86c7fedec66153eda780523e3f9692c
description: In a step of a therapy stage, create ad hoc tasks by using an action plan template.
products:
  - Life Sciences
release: "264"
---
# Create an Ad Hoc Task by Using an Action Template

In a step of a therapy stage, create ad hoc tasks by using an action plan template.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
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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
                or Life Sciences Cloud</p>
            </td>

          </tr>
        </tbody>
      </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d36455e66">User Permissions Needed</th>
          </tr>
        </thead>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d36455e66 ">To access Multi-Step Scheduling features:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d36455e66 ">Manage Multi-Step Scheduling features</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d36455e66 ">To create, edit and delete Health Cloud data:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d36455e66 ">Manage Health Cloud </td>

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1. From the App Launcher, find and select **Care Program Enrollees**.
    
    Alternatively, from the patient’s record page, go to the Related tab and navigate to the Care Program Enrollee list.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-life_sciences-264-0-0-production-enus/ebdafac5-c5fe-47a7-ac14-81533ab4e08f/images/icon_note.png)
    
    Note Make sure you add the Related List Lightning component to the patient’s record page.
2. Select the enrollee record associated where you want to add the ad hoc task.
3. In the **My Tasks** section, expand the dropdown and select **Add Task**.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-life_sciences-264-0-0-production-enus/ebdafac5-c5fe-47a7-ac14-81533ab4e08f/images/icon_note.png)
    
    Note You can't add a new task if your admin has disabled ad hoc task creation.
4. On the Create Adhoc Tasks page, click **Using Action Plan Template**, and click **Next**.
5. Select the therapy step where you want to add the task and select the action plan template.
6. To select the tasks in the template, click the plus sign, and then click **Next**.
7. On the **Review Task Assignments** page, update the assignments if needed, and then click **Done**.