---
schema_version: "1"
id: d3328a89be6bd545571e3c04402b245b2b3af9bd87e6e2c785345a350f2dd05f
title: Create Programs
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/cm_create_programs.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.cm_create_programs.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e8d9e32f82f764a76f34189c3befff2c91ffdc228075f3e000366261af1d1169
description: Learn how to create programs
products:
  - Nonprofit
release: "264"
---
# Create Programs

Learn how to create programs

- **[Work With Programs](https://help.salesforce.com/s/articleView?id=sfdo.cm_create_programs.htm&release=264.0.0&type=5)**  
    Programs track your organization's overall work.
- **[Create a Program](https://help.salesforce.com/s/articleView?id=sfdo.cm_create_programs.htm&release=264.0.0&type=5)**  
    Create a program to track and manage your organization's mission.
- **[Add Clients to Programs](https://help.salesforce.com/s/articleView?id=sfdo.cm_create_programs.htm&release=264.0.0&type=5)**  
    Add clients to Programs from either the Contacts or Programs tabs.
- **[End a Program](https://help.salesforce.com/s/articleView?id=sfdo.cm_create_programs.htm&release=264.0.0&type=5)**  
    When a Program ends, be sure to mark it as completed.

## Work With Programs

Programs track your organization's overall work.

At an advocacy organization, Programs could include local school fundraising and community events. At a human services organization, Programs could include housing assistance and a food pantry.

## Create a Program

Create a program to track and manage your organization's mission.

1. Click the **Programs** tab.
2. Click **New**.
3. Give the Program a name.
4. Select a Status.
5. Optionally:
    
    - Enter a summary, which will appear in Program list views and reports.
    - Enter details about the Target Population that the Program is intended to help.
    - Enter a detailed description that provides more context about the Program’s goals.
    - Enter guidance to help the Case Manager choose which Goals to select when creating a Case Plan related to this Program. The Case Plan Instructions appear on the Select Goals step of the Case Plan Wizard.
    - Enter start and end dates for the Program.
    - Select a Program Issue Area, which is a description of the issue addressed by the Program, like Housing or Employment. Admins can configure additional Program Issue Areas.
6. Click **Save**.

## Add Clients to Programs

Add clients to Programs from either the Contacts or Programs tabs.

### Add Clients to Programs from the Contacts Tab

1. Click the **Contacts** tab.
2. Click the client's name.
3. Click **Add Contact to Program**.
4. Search for and select the Program.
5. For the Role, select Client.
6. For the Stage, select Enrolled.
7. Select a Program Cohort, if applicable.
8. Set the Start Date when this Client will begin the Program. If left blank, the Start Date defaults to today.
9. Click **Save**.

### Mass Add Clients to Programs from the Contacts Tab

If enabled, you can mass create Program Engagements for a single Program using the Add to Program button on Contacts list views. For details, see[Enable Mass Creation of Program Engagements](https://help.salesforce.com/s/articleView?id=sfdo.cm_mass_create_pes.htm&release=264.0.0&type=5 "Allow users to mass create Program Engagements for a single Program directly from a Contact list view.") .

1. Click the **Contacts** tab.
2. Select the box next to each name you want to add to a Program.
3. Click **Add Contact to Program**.
4. Search for and select the Program.
5. For the Role, select Client.
6. For the Stage, select Enrolled.
7. Select a Program Cohort, if applicable.
8. Set the Start Date when this Client will begin the Program. If left blank, the Start Date defaults to today.
9. Click **Save**.

### Add Clients to Programs from the Programs Tab

Back on the Program page, scroll down to the Program Engagements related list and click **View All**. You'll see the Program Engagement you just created.

1. Click the **Programs** tab.
2. Click the name of a program.
3. Click **Add Contact to Program**.
4. Search for and select a client. You may need to create a new Contact if you can't find the client.
5. From Role, select **Client**.
6. Select a Stage.
7. Select a Program Cohort, if applicable.
8. Set the Start Date for the client in the Program. If left blank, the Start Date defaults to today.
9. Click **Save**.

![Confirm Contact added to Program via Program Engagements list view](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-case_management-264-0-0-production-enus/4bf5cafc-4c98-4543-b5bf-3b2a6d34e498/resources-product/images/confirmprogramengagement.png)

## End a Program

When a Program ends, be sure to mark it as completed.

1. Click the **Programs** tab.
2. Click the Program name.
3. Click **Edit**.
4. Change the status to Completed.
5. Enter a date in the End Date field.
6. Click **Save**.