---
schema_version: "1"
id: 525ae7b0f9e80632ed4d9b7e86d2a36d1ea14ee99f0046149358a2d2407f5842
title: Use Quick Actions in Service Plan
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/it_srvcs_servsasstnt_use_quickactns.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.it_srvcs_servsasstnt_use_quickactns.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e736f085d4db396578a2ee4ee8df03ee25542e850d48b56aaa69020f59324ded
description: Use quick actions to perform tasks directly from the steps of a service plan. IT teams can select actions, such as Send Email or Update Record, to complete tasks without navigating away from the incident record. IT teams can stay in the context of an incident while completing the workflow.
products:
  - Service Cloud
  - Agentforce IT Service
release: "264"
---
# Use Quick Actions in Service Plan

Use quick actions to perform tasks directly from the steps of a service plan. IT teams can select actions, such as Send Email or Update Record, to complete tasks without navigating away from the incident record. IT teams can stay in the context of an incident while completing the workflow.

### 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;">Available in: <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions with Agentforce IT Service.</td></tr></tbody></table>

1. From the App Launcher, find and select **Incidents**.
2. From the Incidents page, open an incident record.
3. In the Service Assistant component, click **Draft Plan** to generate the executable service plan.
4. In the service plan, find a step that includes a quick action button, such as Send Email or Update Record.
5. Click **Send Email** quick action.
6. In the dialog box, enter the required information.
7. Click **Send**.
8. Select the checkbox of the service plan step to mark it as complete.