If you want the printable view to show tasks, document checklist items, and files, edit
the Action Plan page layout. Then add the Tasks and Document Checklist Items related lists to the
page layout.
Required Editions
| Available in: Lightning Experience |
| 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. View edition
availability. |
| User Permissions Needed |
| To configure Action Plans: |
Action Plans permission set
OR
Modify All Data
|
The printable view shows dependent tasks only if their prerequisite tasks are
completed.
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From the object management settings for action plans, go to Page
Layouts and select a page layout.
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In the palette, select Related Lists.
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Drag Tasks, Document Checklist Items, andFiles to the Related Lists section of the page
layout.
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Edit the fields in the related lists, then save your changes.
