---
schema_version: "1"
id: 46895341b662004318145fcbfc7b6da894ecf039c20efac1356f1520a01b7573
title: Customize the Display Order of Tasks and Document Checklist Items
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/fsc_action_plans_customize_display_order.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans_customize_display_order.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 594db47eaaec0b312790ee458c64330bcd7b797cac708ebf57a8d0c3fa5e513a
description: Use the reorder capability to rearrange tasks and document checklist items in an action plan or action plan template.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Customize the Display Order of Tasks and Document Checklist Items

Use the reorder capability to rearrange tasks and document checklist items in an action plan or action plan template.

### 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="d1167e64">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d1167e64 ">To configure Action Plans:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d1167e64 ">
              <p>Action Plans permission set</p>
              <p>OR</p>
              <p style="margin-bottom:0;">Modify All Data </p>
            </td>

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

1. Open either the action plan or action plan template in which you want to reorder tasks.
2. Go to either the **Tasks** or **Document Checklist Items** section, and click **Reorder**.
3. 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.
4. Save your changes.

![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 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](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

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.