---
schema_version: "1"
id: 25c8daf44aaa0ba986f78433aa8ebde9a86df5749de581e3b581d60f4662964b
title: Create Work Step 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_step_templates.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.fs_work_plans_create_work_step_templates.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 6f4b4d38e16fbde5a13f5e28112195a7a7bbea89b71900ba87be0d643577789c
description: Start by creating work step templates for the smallest individual units of work.
products:
  - Field Service
release: "264"
---
# Create Work Step Templates

Start by creating work step templates for the smallest individual units of work.

### 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%">
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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="d159610e69">User Permissions Needed</th>
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        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d159610e69 ">To create work step templates:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d159610e69 ">Create and Read on work step templates</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d159610e69 ">To view work step templates:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d159610e69 ">Read on work step templates</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d159610e69 ">To update work step templates:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d159610e69 ">Edit and Read on work step templates</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d159610e69 ">To delete work step templates:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d159610e69 ">Delete and Read on work step templates</td>


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

1. In the app launcher, click **Work Step Templates**.
2. Click **New**, and enter a name for the work step template.
3. Optionally, in Action Definition, select a quick action, a screen flow, or a field service mobile flow.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/images/icon_note.png)
    
    Note On the Field Service mobile app, use flows of type Field Service Mobile only. When you use work plans on a web browser, work steps that have a quick action that launches a Lightning web component (LWC) in Action Definition don’t work. They’re supported only in the Field Service mobile app.
    
    Quick actions defined on work steps and work orders can be added to Action Definition.
4. Enter an optional description.
5. Click **Active**.
6. Save the work step template.
    
    ![New Work Step 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_step_template.png)

#### See Also

- [Quick Actions](https://help.salesforce.com/articleView?id=platform.actions_overview.htm&type=5&language=en_US)
- [Flows](https://help.salesforce.com/articleView?id=platform.flow.htm&type=5&language=en_US)