---
schema_version: "1"
id: efcb1a827336eeb02ea3f78f4ca57047099ef1b64b64a958b0a325d11dc6732d
title: Assign Action Plan Tasks to Roles
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/fsc_action_plans_teams.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans_teams.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f3d5d6380eabcb7dc0a3daa33a823f44df321dc87dc63597234f43fb8c758900
description: Set up account, case, or opportunity teams to let users assign an action plan task to a role rather than a specific person.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# 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

<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>

- **[Assign Action Plan Tasks to Account Team Roles](https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans_account_teams.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans_opportunity_teams.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans_case_teams.htm&release=264.0.0&type=5)**  
    Set up case teams to enable the option to assign an action plan task to a role.