---
schema_version: "1"
id: 05de62eae0739e53a37d1be64f10713066b4073635c86394c4e08defdd3c53c1
title: Create Work Plan Templates
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/fs_work_plans_create_work_plan_templates.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.fs_work_plans_create_work_plan_templates.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c381fcb84aa159c45917ccb110e1f0da55c3d9380fb51b24e046572720f52635
description: Build work plan templates from your work step templates.
products:
  - Field Service
release: "264"
---
# Create Work Plan Templates

Build work plan templates from your work step templates.

### 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;">The Field Service core features, managed package, and mobile app are available in <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
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        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d172035e69">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d172035e69 ">To create work plan templates:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d172035e69 ">Create and Read on work plan templates</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d172035e69 ">To view work plan templates:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d172035e69 ">Read on work plan templates</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d172035e69 ">To update work plan templates:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d172035e69 ">Edit and Read on work plan templates</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d172035e69 ">To delete work plan templates:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d172035e69 ">Delete and Read on work plan templates</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d172035e69 ">To associate a work step template with a work plan template:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d172035e69 ">Create and Read on work plan template</td>

          </tr>
        </tbody>
      </table>

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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/fs_work_plans_new_work_plan_template.png)
6. To associate a work step template with a work plan template, see [Manage Work Step Templates](https://help.salesforce.com/s/articleView?id=service.fs_work_plans_manage_work_step_templates.htm&release=264.0.0&type=5 "Manage the work plan template entries that store the work step templates associated with your work plan template.").