Use the reorder capability to rearrange tasks and document checklist items in an action plan or action plan template.
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 configure Action Plans: |
Action Plans permission set OR Modify All Data |
- Open either the action plan or action plan template in which you want to reorder tasks.
- Go to either the Tasks or Document Checklist Items section, and click Reorder.
-
Reorder the list by dragging or selecting its members.
- Drag the tasks or document checklist items in the required sequence.
- Select the task, and then to change the task's display order, click either the up or down arrow.
- Sorting by fields is not supported for the task list component.
- Save your changes.
Note What happens to the task sequence when you publish or clone an action plan template?
- If at least one existing task is reordered, then the system retains the custom sequence in either the cloned or published action plan template.
- If there are existing tasks but they aren’t reordered, then the cloned or published action plan template sorts the tasks according to the number of days to complete these tasks.
- If there are no existing tasks, then the cloned or published action plan template sorts any newly added tasks according to the number of days to complete these tasks.
Note
Industries action plan templates and action plans support tasks and document checklist items only. Sales action plan templates and action plans support tasks and events only.