--- schema_version: "1" id: 6e6ef1edc1ff8b20e76182a26c305adbca64f9c9d43737a09b8e6f5865e877e8 title: Considerations for Creating 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_create_plans.md canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans_create_plans.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 007d1b87a3bf607ceaa21a1a3c25684a27a706c2846f1d75e7bb3f1d2a0c1c50 description: Before you create action plans, review these considerations. products: - Industry Solutions - Cross Cloud release: "264" --- # Considerations for Creating Action Plans Before you create action plans, review these considerations. ### 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.
- Create action plans from the Action Plans tab on a record page for a supported object. - If you don’t want to start an action plan immediately, choose a future start date. - Action plan template tasks assigned to the plan owner and tasks where the assigned user can’t be resolved are assigned to you, the plan creator. - For tasks assigned to a role where two or more users share the role, the task is assigned to you, the plan creator. - To add nonwork days to the date offset when calculating the task completion date, select **Skip Nonwork Days**. Nonworking days are determined from the default business hours record. Each day without business hours and nonrecurring holidays is considered a nonwork day. Recurring holidays aren’t identified as nonwork days. - Some action plan templates let users add tasks or other items to a generated action plan. To add a task or other item to an action plan, click **New** in the list view of the type of item you want to add. - Manual sharing of action plans is supported in Lightning Experience. For the record that you want to share, click **Sharing**. Manually add any users who aren’t included in sharing rules and share any related records. - If you’re an admin or an action plan record owner, you can change the ownership of published and draft versions of action plans to another user. On the Action Plan record page, from the page-level action menu, click **Change Owner**. Then select the new owner. - When you create action plans by using Salesforce Object Query Language (SOQL), limit the number of action plans to 200 per batch. - Report on the **Owner** and **Target Record** fields of action plan records to track ownership and performance across your action plans. - When you edit tasks associated with action plans, picklist fields such as Status display values from the default Task Record Type assigned to your profile, not the Record Type assigned to the task. For more information, see [Action Plan List (Component) Doesn't Support Task Record Types](https://help.salesforce.com/s/articleView?id=005387420&type=1&language=en_US). #### 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:_ Set Up Document Types](https://help.salesforce.com/s/articleView?id=ind.admin_define_doctypes.htm&type=5&language=en_US) - [_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)