---
schema_version: "1"
id: 941dfdcf2b1e8d8524074e6274c2dc0309c4abac80957e21d4c51a3bcc222c8b
title: Configure Goal and Action Item Templates
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/cm_config_templates.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.cm_config_templates.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d0a39cef94362cfbf8d1fa948ada83f23a01f8152181b5991b7dad3f62c3e74c
description: Add fields about templates to page layouts.
products:
  - Nonprofit
release: "264"
---
# Configure Goal and Action Item Templates

Add fields about templates to page layouts.

- **[Add Fields to Goal Template and Action Item Template Page Layouts](https://help.salesforce.com/s/articleView?id=sfdo.cm_config_templates.htm&release=264.0.0&type=5)**  
    If you started using Case Management prior to the Summer '21 release (7/13/21), add these fields to your page layouts.

## Add Fields to Goal Template and Action Item Template Page Layouts

If you started using Case Management prior to the Summer '21 release (7/13/21), add these fields to your page layouts.

Add these fields to your page layouts if you started using Case Management prior to the Summer '21 release (7/13/21):

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
          <colgroup>
            <col style="width:50%">
            <col style="width:50%">
          </colgroup>
          <thead class="slds-text-title_caps ">
            <tr class="">
              <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d17358e78">Object</th>
              <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d17358e81">Fields to Add</th>
            </tr>
          </thead>
          <tbody>
            <tr class="">
              <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d17358e78 ">Goal Template</td>

              <td data-label="Fields to Add" class="slds-cell-wrap" style="vertical-align:top;" headers="d17358e81 ">
                <ul>
                  <li>
                    <p>Case Plan Action Item Instructions</p>
                  </li>

                  <li>
                    <p>Field Set</p>
                  </li>

                  <li>
                    <p>Required</p>
                  </li>

                </ul>
              </td>

            </tr>
            <tr class="">
              <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d17358e78 ">Action Item Template</td>

              <td data-label="Fields to Add" class="slds-cell-wrap" style="vertical-align:top;" headers="d17358e81 ">
                <ul>
                  <li>Field Set</li>

                </ul>
              </td>

            </tr>
            <tr class="">
              <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d17358e78 ">Goal Action Item Template</td>

              <td data-label="Fields to Add" class="slds-cell-wrap" style="vertical-align:top;" headers="d17358e81 ">
                <ul>
                  <li>Required</li>

                </ul>
              </td>

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

To add fields to page layouts:

1. In Setup, click the **Object Manager** tab.
2. Click **Goal Template**.
3. Click **Page Layouts**.
4. Click **Goal Template Layout**.
5. Drag these fields on to the page layout:
    
    - Case Plan Action Item Instructions
    - Field Set
    - Required
6. Click **Save**.
7. Repeat these steps for the fields on the other page layouts.