---
schema_version: "1"
id: b89cc08d3eafad2ce04308d29356666fda49f703927bcf1b89f24dcf6ebf3eb5
title: Add Document Checklist Items to Action Plans for Financial Accounts
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/260-0-0/rn_add_doc_chklst_items_action_plans_fincl_accts.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_add_doc_chklst_items_action_plans_fincl_accts.htm&release=260&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3cb16b28b7af7727cf62246907d219f39c7cecdb1c17b9001e02b1ec0b414bc2
description: 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.
products:
  - Cross Cloud Packages Solutions
release: "260"
---
# Add Document Checklist Items to Action Plans for Financial Accounts

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.

**Where:** This change applies to Lightning Experience in multiple Industries clouds where Action Plans is available.