---
schema_version: "1"
id: 4cbfc8219e4538ed158c85e8ec277d33a9ce33b7f9babbf1ef6e394af0b831fa
title: Create 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_create_action_plan_templates.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans_create_action_plan_templates.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 73f5ce7dcd9f911f753a8392899fa656863aca1713b0f5cfb021d43faa8014e9
description: Provide templates for users to create their own action plans. An action plan template defines the tasks and document checklist items needed to complete a business process.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Create Action Plan Templates

Provide templates for users to create their own action plans. An action plan template defines the tasks and document checklist items needed to complete a business process.

### 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="d4996e64">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d4996e64 ">To configure Action Plans:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d4996e64 ">
              <p>Action Plans permission set</p>
              <p>OR</p>
              <p style="margin-bottom:0;">Modify All Data </p>
            </td>

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

Need a refresher on the difference between an action plan template and an action plan?

- An action plan template captures the repeatable tasks involved in a specific type of engagement. You set up the action plan template once, and update it as your understanding of the repeatable tasks refines over time.
- An action plan is a run-time instance of the template that allows you to automate the sequence of the tasks you defined in the template. You generate an action plan from the template for each engagement. You can create multiple action plans from an action plan template.

To create a template:

1. From the App Launcher, find and select **Action Plan Templates**, and then click **New**.
2. Create an action plan template.
    1. Enter a name and a description for the action plan template.
    2. Select the template owner.
    3. Select a Target Object.
    4. Select the Action Plan Type as **Industries**.
    5. Save your changes.
3. In the Items tab:
    
    - To create a task, click **New Task**.
    - To create a document checklist item, click **New Document Checklist Item**.
    
    ![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 You can create multiple tasks and document checklist items.
4. Click **Publish Template**.

- **[Add Tasks to Action Plan Templates](https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans_add_tasks_to_templates.htm&release=264.0.0&type=5)**  
    Add tasks that are commonly done together in a single action plan template.
- **[Add Task Dependencies to Action Plans](https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans_task_dependency.htm&release=264.0.0&type=5)**  
    Ensure that all tasks in an action plan are current and actionable by defining the prerequisite tasks that must be done prior to the successor tasks.
- **[Assign Action Plan Tasks to Roles](https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans_teams.htm&release=264.0.0&type=5)**  
    Set up account, case, or opportunity teams to let users assign an action plan task to a role rather than a specific person.
- **[Assign Action Plan Tasks to Queues](https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans_queues.htm&release=264.0.0&type=5)**  
    Set up queues to let action plan template creators assign tasks to queues. When an action plan is generated from the template, any user that’s a member of the queue can take ownership of the assigned task.
- **[Considerations for Creating Action Plan Templates](https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans_create_templates.htm&release=264.0.0&type=5)**  
    Before you create action plan templates, review these considerations.
- **[Include More Fields in Action Plan Template Tasks](https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans_include_more_fields_in_action_plan_template_tasks.htm&release=264.0.0&type=5)**  
    When creating tasks for action plan templates, you can capture more data for the tasks by including up to eight additional standard and custom fields in addition to the default fields, such as subject, priority, days, and comments.
- **[Filter Action Plan Templates by Status](https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans_filter_action_plan_templates_by_status.htm&release=264.0.0&type=5)**  
    In the action plan templates list view, use the filter options to filter by status.