Update the Experience Cloud Home Page with Action Plan Templates

Show action plan list on your Experience Cloud site's home page.

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 customize an Experience Cloud site:

Be a member of the site AND Create and Set Up Experiences

OR

Be a member of the site AND View Setup and Configuration AND Be an experience admin, publisher, or builder in that site

  1. From Setup, in the Quick Find box, enter Digital Experiences, and then select All Sites.
  2. Click Builder for the site that you want to edit.
  3. Click Components menu, and drag the Action Plan List component onto the page.
  4. In the Action Plan List property window, enter the number of records that you want to see in the list.
  5. Preview and publish the changes.