---
schema_version: "1"
id: e991a765d0c7548cdc535c2abcb5194989b48305cfea857dd36c02c5ca8885fd
title: Action Plans and Events and Milestones
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/260-0-0/rn_action_plans.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_action_plans.htm&release=260&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a1c95abb17ce17590187fe3b5ee09b40717ab0fec25654ecb32bb4bf4f140277
description: Customize the quick actions on an action plan template record page. Include document checklist items in actions plans for financial accounts. Learn about the life events in a client’s household at a glance.
products:
  - Cross Cloud Packages Solutions
release: "260"
---
# Action Plans and Events and Milestones

Customize the quick actions on an action plan template record page. Include document checklist items in actions plans for financial accounts. Learn about the life events in a client’s household at a glance.

- **[Give Users Only the Actions They Need for Action Plan Templates](https://help.salesforce.com/s/articleView?id=release-notes.rn_give_users_actions_they_need_action_plan_temp.htm&release=260&type=5)**  
    Add or remove quick actions available in the highlights panel on an action plan template record page. Show or hide actions based on the user profile or the console app. Previously, the action plan template record page showed a standard list of quick actions that you couldn’t customize.
- **[Add Document Checklist Items to Action Plans for Financial Accounts](https://help.salesforce.com/s/articleView?id=release-notes.rn_add_doc_chklst_items_action_plans_fincl_accts.htm&release=260&type=5)**  
    Show users a list of tasks to complete and documents to upload for a financial account. Previously, you could only list the tasks to complete.
- **[Get a Unified View of a Household’s Life Events](https://help.salesforce.com/s/articleView?id=release-notes.rn_get_unified_view_household_events.htm&release=260&type=5)**  
    View the significant life events of household members on a timeline and proactively engage with clients. Understand the household’s collective financial journey and identify key planning opportunities. Anticipate the household’s needs after critical life events and offer relevant advice or services, and answer queries with greater context and empathy.