---
schema_version: "1"
id: 74bcf4fbd5ba797fdad491d6e12c8fa22177de9425540635b600b71568a3841d
title: Create a Work Plan Template
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_template.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.incident_mgmt_create_work_plan_template.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5f5222ecd2ec0b3c4c1070046c74db83c8a86c4dcd9dd1933c6bb5f37667dfc4
description: Simplify work plans for your incident management reps with work plan templates.
products:
  - Service Cloud
release: "264"
---
# Create a Work Plan Template

Simplify work plans for your incident management reps with work plan 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;"><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>

<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="d166909e55">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d166909e55 ">To create work plan templates:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d166909e55 ">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="d166909e55 ">To view work plan templates:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d166909e55 ">Read on work plan templates</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d166909e55 ">To update work plan templates:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d166909e55 ">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="d166909e55 ">To delete work plan templates:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d166909e55 ">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="d166909e55 ">To create work step templates:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d166909e55 ">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="d166909e55 ">To view work step templates:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d166909e55 ">Read on work step templates</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d166909e55 ">To update work step templates:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d166909e55 ">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="d166909e55 ">To delete work step templates:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d166909e55 ">Delete and Read on work step templates</td>

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

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](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_template_entries.png)
    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.