---
schema_version: "1"
id: cf1751f96528acd7f3c5bc11a9e9b1de551d9060ef8929a5924dc14465d4bba9
title: Create an Ad Hoc Task Without 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_without_template.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.advanced_therapy_management_add_adhoc_taks_without_template.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 55029bdc82af1cbacb2b5cfa2ebfd3047e9379f9b5c1a09331c112e4985fc395
description: In a step of a therapy stage, create an ad hoc task from scratch by using the available options. You can add up to 10 ad hoc tasks in a therapy stage.
products:
  - Life Sciences
release: "264"
---
# Create an Ad Hoc Task Without an Action Template

In a step of a therapy stage, create an ad hoc task from scratch by using the available options. You can add up to 10 ad hoc tasks in a therapy stage.

### 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="d240538e66">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="d240538e66 ">To access Multi-Step Scheduling features:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d240538e66 ">Manage Multi-Step Scheduling features</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d240538e66 ">To create, edit and delete Health Cloud data:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d240538e66 ">Manage Health Cloud </td>

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      </table>

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 where you want to add the ad hoc task.
3. In the **My Tasks** section, expand the dropdown and select **Add Task**.
4. On the Create Ad Hoc Tasks page, click **Create Tasks Without Using Action Plan Template**, and then click **Next**.
5. Fill these details.
    
    | Field | Description |
    | --- | --- |
    | Select Step | Select the therapy step from the dropdown. |
    | Relate To | Select the user or group to which you want to assign the task. |
    | Assigned To | Select the specific user or group. |
    | Subject | Add the title of the task that you want to add. |
    | Is Required | Select if you want to mark the task as required. |
6. Save the changes.