---
schema_version: "1"
id: b1c15af83dce7191867d213e10de06e23efe29cf828de6ab1addf7ab44d5d4b8
title: Create a Work Plan
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/incident_mgmt_create_work_plan.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.incident_mgmt_create_work_plan.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 106c497e0ee113391b44deb4185ee06c6b28eeb699d24c591ac59e421c1e4a51
description: After you identify an incident’s problem and create a change request, create a work plan to outline the required steps to resolution.
products:
  - Service Cloud
release: "264"
---
# Create a Work Plan

After you identify an incident’s problem and create a change request, create a work plan to outline the required steps to resolution.

### 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;"><a href="https://help.salesforce.com/s/articleView?id=service.service_editions_reference.htm&amp;language=en_US" target="_blank">View supported editions</a>.</td></tr></tbody></table>

1. Create a work plan from a work plan template with prescribed steps.
    1. From a change request, click the dropdown, and select **Add Work Plans**.
        
        ![Add Work Plans button](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support-264-0-0-production-enus/dd14551c-a772-4db6-9a1d-d84df8df2980/support/images/incident_management/incident_mgmt_add_work_plan.png)
    2. Select a work plan template and click **Add**.
2. Create a work plan without a template.
    1. From a change request, select the dropdown next to the Work Plans component, and click **New**.
        
        ![Work Plan component](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support-264-0-0-production-enus/dd14551c-a772-4db6-9a1d-d84df8df2980/support/images/incident_management/incident_mgmt_work_plan_component.png)
    2. Enter the information and save your changes. By default, the parent record is set to the current change request.
        
        ![New Work Plan window](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support-264-0-0-production-enus/dd14551c-a772-4db6-9a1d-d84df8df2980/support/images/incident_management/incident_mgmt_new_work_plan.png)
3. To add work steps to the work plan from an existing set of work steps, click the dropdown next to the work plan, and select Add Work Steps.
    
    ![Add Work Steps button](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support-264-0-0-production-enus/dd14551c-a772-4db6-9a1d-d84df8df2980/support/images/incident_management/incident_mgmt_add_work_steps.png)
    
    1. Select the work steps you want to add to the plan and click **Add**.
4. To add new work steps to the work plan, go to the change request’s Related tab, find Work Steps, and click **New**.
    1. Enter the information and save your changes.

After you add work plans to the change request, you can see the outlined work steps from the record and mark the steps as complete as you go.

![Work Plans component highlighted](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support-264-0-0-production-enus/dd14551c-a772-4db6-9a1d-d84df8df2980/support/images/incident_management/incident_mgmt_work_plans_record_layout.png)