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Create a Work Plan Template

Simplify work plans for your incident management reps with work plan templates.

Required Editions

View supported 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 create work step templates: Create and Read on work step templates
To view work step templates: Read on work step templates
To update work step templates: Edit and Read on work step templates
To delete work step templates: Delete and Read on work step templates
  1. From the App Launcher, find and select Work Plan Templates.
  2. Click New.
  3. Enter a name, set the template to Active, and save your changes.
  4. To outline a list of work steps, add the Work Steps related list to the Work Plan Template.
    1. From the work plan template, click Setup, and then Edit Object.
    2. Select Page Layouts, and then Work Plan Template Layout.
    3. Under Related Lists, add Work Plan Template Entries and Work Plan Template History to your Related Lists section.
      Work Plan Template Entries layout
    4. Save your changes.
  5. From the Related tab on the work plan template, find Work Plan Template Entries.
  6. To associate existing work steps with your work plan template, click Manage, and then Add.
  7. To create a work step template, click New, and then New Work Plan Step Template.
    1. Add as many work step templates as needed.
    2. Save your changes.
  8. To rearrange your work step templates, from the Work Plan Template Entries, click Manage, and then Reorder.
  9. Save your changes.

After you create work plan templates and work step templates, support reps can generate a work plan from the change request with out of the box steps.