Assign Action Plan Tasks to Roles

Set up account, case, or opportunity teams to let users assign an action plan task to a role rather than a specific person.

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.

Assign Action Plan Tasks to Account Team Roles
Set up account teams to enable the option to assign an action plan task to a role.
Assign Action Plan Tasks to Opportunity Team Roles
Set up opportunity teams to enable the option to assign an action plan task to a role.
Assign Action Plan Tasks to Case Team Roles
Set up case teams to enable the option to assign an action plan task to a role.