---
schema_version: "1"
id: 7fb7bbf5bfc2bb6e41af4e7a8c98b794299e97d6098370b25b6e5ac679eabc86
title: Create Individual, Specific Action Plans from 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_plans.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans_create_action_plans.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: fe3b63c1c495ed7234a6d472fc3303c2dc16a76e2242982b428339cc7143b70c
description: Action Plans allow you to capture repeatable tasks and then automate the task sequences improving collaboration and productivity. Using action plans, a team can automatically assign task owners and deadlines for specific client engagements. Action plans also make it easy to create reports and dashboards, so you can monitor progress and ensure compliance.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Create Individual, Specific Action Plans from Templates

Action Plans allow you to capture repeatable tasks and then automate the task sequences improving collaboration and productivity. Using action plans, a team can automatically assign task owners and deadlines for specific client engagements. Action plans also make it easy to create reports and dashboards, so you can monitor progress and ensure compliance.

### 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="d6475e64">User Permissions Needed</th>
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        </thead>
        <tbody>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d6475e64 ">To configure Action Plans:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d6475e64 ">
              <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, click a target object to view the list of records.
2. To view the record details, click a record.
3. On the record details page, in the Action Plans section, click **New Plan**.
4. Enter a name for the action plan.
5. Select a date for the action plan to start.
6. Select an action plan template to create this action plan.
7. Select **Skip Nonwork Days for Tasks** if required.
8. Select the action plan status.
9. To review the provided details, click **Next**.
10. Save your changes.

- **[Considerations for Creating Action Plans](https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans_create_plans.htm&release=264.0.0&type=5)**  
    Before you create action plans, review these considerations.
- **[Considerations for Executing Action Plans](https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans_execute_plans.htm&release=264.0.0&type=5)**  
    To execute an action plan, review these considerations.

#### See Also

- [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.")
- [_Salesforce Help:_ Change a Record’s Owner](https://help.salesforce.com/s/articleView?id=xcloud.account_owner.htm&type=5&language=en_US)
- [_Salesforce Help:_ Grant Access to Records with Manual Sharing in Lightning Experience](https://help.salesforce.com/s/articleView?id=platform.granting_access_to_records_lex.htm&type=5&language=en_US)