---
schema_version: "1"
id: f0329a46acecffae77706d5e0963d4f0e618b192deb253dbfa475a689323b5e6
title: Add Tasks to Action Plan Templates
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/fsc_action_plans_add_tasks_to_templates.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans_add_tasks_to_templates.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4414025eae4d09514b36c194086a1f1ee415124c1d0c885d4c3f0058464fe40e
description: Add tasks that are commonly done together in a single action plan template.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Add Tasks to Action Plan Templates

Add tasks that are commonly done together in a single 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: Automotive Cloud, Consumer Goods Cloud, Education Cloud, Financial Services Cloud, Government Cloud with Lightning Scheduler, Health Cloud, Manufacturing Cloud, Nonprofit Cloud, and Public Sector Solutions. <a href="https://help.salesforce.com/s/articleView?id=action_plans_editions_permissions.htm&amp;language=en_US" target="_blank">View edition availability</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="vertical-align:top;" id="d799e64">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d799e64 ">To configure Action Plans:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d799e64 ">
              <p>Action Plans permission set</p>
              <p>OR</p>
              <p style="margin-bottom:0;">Modify All Data </p>
            </td>

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

1. From the App Launcher, find and open **Action Plan Templates**.
2. Select the required template and click **New Task**.
3. Enter the task details for Subject, Priority, and Days.
4. Select **Required** if you want to make the task mandatory to perform.
5. Assign the task to a specific user and role.
6. Select a time when you want to send a reminder to the task assignee on the due date.
7. Save your changes.