Salesforce Docs Portal

Create Work Plan Templates

Build work plan templates from your work step templates.

Required Editions

Available in: Lightning Experience
The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.
User Permissions Needed
To create work plan templates: Create and Read on work plan templates
To view work plan templates: Read on work plan templates
To update work plan templates: Edit and Read on work plan templates
To delete work plan templates: Delete and Read on work plan templates
To associate a work step template with a work plan template: Create and Read on work plan template
  1. In the app launcher, click Work Plan Templates.
  2. Click New, and enter a name for the work plan template.
  3. Optionally, enter a positive value for relative execution order and a description.
  4. Click Active.
  5. Save the work plan template.
    New Work Plan Template
  6. To associate a work step template with a work plan template, see Manage Work Step Templates.