--- schema_version: "1" id: efdff32a9bc4d82ebf683919466d7634dd24c22dd2c10c0ad2325f6699ed4471 title: Set Up Action Plans collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/fsc_action_plans_admin_setup.md canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans_admin_setup.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: b042b735059be594309166be0f348aa2518ff4eec92c4943e1197137be6377f5 description: To enable Action Plans, add Action Plan Templates to the navigation bar of relevant apps and update affected Lightning pages to include action plans. products: - Industry Solutions - Cross Cloud release: "264" --- # Set Up Action Plans To enable Action Plans, add Action Plan Templates to the navigation bar of relevant apps and update affected Lightning pages to include action plans. ### 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.
![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-action_plans-264-0-0-production-enus/29c492f2-3531-419b-8e38-3287aed60d43/images/icon_note.png) Note The Action Plan Template object isn’t customizable. In other words, you can’t create or modify its fields, buttons, links, actions, and so on. - **[Override the Labs Unmanaged Package for Action Plans](https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans_admin_add_over_labs_package.htm&release=264.0.0&type=5)** If you have the AppExchange Salesforce Labs unmanaged package with action plan custom objects installed, disable it to use Action Plans. - **[Assign Permission Set Licenses and Permission Sets for Action Plans](https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans_admin_configure_licenses_and_permission_sets.htm&release=264.0.0&type=5)** Give your users access to action plans. - **[Enable Additional Permissions for Action Plans](https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans_admin_object_permissions.htm&release=264.0.0&type=5)** Help users manage action plan details by giving them the appropriate level of permissions for the required objects. - **[Require a Status for Action Plans](https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans_admin_status_required.htm&release=264.0.0&type=5)** To accurately track and report on action plans based on their status, set the Status field on the Action Plan object page layout to Required. - **[Activate a Flow to Automate the Status Update for Action Plan](https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans_activate_a_flow_to_automate_the_status_update_for_action_plan.htm&release=264.0.0&type=5)** Increase operational efficiency by syncing the action plan status with the status of the task action plan items. Clone and activate a flow template to automate the status of the action plan according to the status of the task action plan items. - **[Add an Action Plan Templates Tab](https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans_admin_add_template_tab.htm&release=264.0.0&type=5)** To give users convenient access to create action plan templates, add a tab to the navigation bar. - **[Enable Comments for Tasks in Action Plan Templates](https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans_enbl_task_templates.htm&release=264.0.0&type=5)** You can now make comments mandatory for tasks within action plan templates to better drive execution by ensuring that every task provides essential context for the user who performs the work. - **[Add Action Plans to the Related List](https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans_admin_add_list_to_obj_page.htm&release=264.0.0&type=5)** To create action plans, the Action Plans list must be available on the supported object page layouts. - **[Add Action Plans to Record Pages](https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans_admin_add_to_fsc_pages.htm&release=264.0.0&type=5)** To use action plans on supported records, add the Action Plans List Lightning component to Lightning record pages and any pages that you’ve customized or created. - **[Add Actions to the Action Plan Template Record Page](https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans_admin_add_template_actions.htm&release=264.0.0&type=5)** Add or remove quick actions available in the highlights panel on an action plan template record page. Show or hide actions based on the user profile or the console app. - **[Set Action Plan Status Values](https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans_status_and_default.htm&release=264.0.0&type=5)** Review the action plan default status value, life-cycle status values, and setup values that suit your organization. - **[Set Up Nonwork Days for Action Plans](https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans_admin_set_up_non_work_days.htm&release=264.0.0&type=5)** To use the option to skip nonwork days when setting task completion dates, add details to the default business hours record and for company-wide holidays. - **[Customize the Display Columns for Tasks in Action Plans and Action Plan Templates](https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans_customize_the_display_columns_for_tasks_in_action_plans_and_action_plan_templates.htm&release=264.0.0&type=5)** Add or remove columns from the Action Plan task list view in action plans and action plan templates.