---
schema_version: "1"
id: 00fc31ca977edae22c978aaec76342bb93de0e1a0ef5f7f7f650060e01c66324
title: Create Action Plans by Using Prebuilt Bulk Action
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/create_bulk_action_plans.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.create_bulk_action_plans.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 267d41183d1a0dc8405f4149c3b9cb5ae0770d36683c6646142726f9c1182109
description: List creators can generate action plans for multiple actionable list members and assign action items to various colleagues as defined in the action plan template.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Create Action Plans by Using Prebuilt Bulk Action

List creators can generate action plans for multiple actionable list members and assign action items to various colleagues as defined in the action plan template.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Professional</strong>, <strong>Starter</strong>, and <strong>Unlimited</strong> Editions with the <a href="https://help.salesforce.com/s/articleView?id=ind.actionable_list_members_permissions.htm&amp;release=264.0.0&amp;type=5" title="Users access Actionable List Members in their Salesforce org through supported editions, add-ons, and permissions.">required add-ons</a></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d10694e78">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d10694e78 ">To view actionable list members:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d10694e78 ">Actionable Segmentation permission set</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d10694e78 ">To create and assign action plans:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d10694e78 ">Action Plans permission set</td>

          </tr>
        </tbody>
      </table>

1. From the App Launcher, find and select **Actionable Lists**.
2. Select the actionable list that you want to create action plans for.
3. Select the records in the Actionable List Members component, and click **Create and Assign Action Plan**.
    
    The Create Bulk Action Plans page opens.
4. Enter a name for the action plan.
5. Select the date that the action plan starts from.
6. Select the action plan template.
7. Select the default status of the action plan status.
8. If necessary, select **Skip non-working days for task**.
9. To review the details, click **Next**.
10. To mark that the action plan is created, select the actionable list member status, and click **Done**.

Action plans are created for multiple list members in an actionable list. List creators receive a notification and an email after the creation of the action plan. List creators can submit a new bulk action plan request only after the previous request is processed.

#### See Also

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