---
schema_version: "1"
id: 44785f3d05cf6e45e9da0a82f972b71d2be8a5343dce6ea8ebea9f0514b8ba62
title: Manage 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_manage_work_step_templates.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.fs_work_plans_manage_work_step_templates.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 28cf5a0898066c5ace14658426f709ccc7c5486c8fc01815fa95e2979fa67713
description: Manage the work plan template entries that store the work step templates associated with your work plan template.
products:
  - Field Service
release: "264"
---
# Manage Work Step Templates

Manage the work plan template entries that store the work step templates associated with your work plan template.

### 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%">
        </colgroup>
        <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="d173575e69">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d173575e69 ">To manage work plan template entries:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d173575e69 ">Create, Update, and Delete on work plan templates</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d173575e69 ">To add work plan template entries:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d173575e69 ">Create on work plan templates</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d173575e69 ">To reorder work plan template entries:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d173575e69 ">Update on work plan templates</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d173575e69 ">To remove work plan template entries:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d173575e69 ">Update and Delete on work plan templates</td>

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

1. On the work plan template, open the Related tab. On the Work Plan Template Entries related list, click **Manage**.
    
    ![Manage Work Step Templates](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_manage_work_step_templates.png)
2. To add steps to the work plan template, click **Add**, and select work step templates from the list.
    
    ![Add Work Step Templates](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_add_work_step_templates.png)
3. Save your work.
4. To remove steps from the work plan template, select the relevant work step templates, and click **Remove Selected**.
5. To confirm the action, click **Remove**.
6. To reorder the work step templates, click **Reorder**, and select the relevant work step templates.
    
    ![Reorder Work Step Templates](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_reorder_work_step_templates.png)
7. To reorder the steps, click **Move to Top** ![Move to Top Icon](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__move_to_top_icon.png), **Move Up** ![Move Up Icon](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_move_up_icon.png), **Move Down** ![Move Down\_Icon](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_move_down_icon.png), or **Move to Bottom** ![Move to Bottom Icon](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_move_to_bottom_icon.png), and then click **Save Reorder**.
8. If you’re done, click **Done**.