---
schema_version: "1"
id: b30e7e387a91ee15a650fae71cf9dacbfa0da2e4d8bd59d764b77689f441b115
title: Manage Case Plans
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/cm_manage_case_plans.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.cm_manage_case_plans.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5709be3d6c69e85a60c48c435202ccf25c60734692deea37ff5c9879fde04fd4
description: Create a case plan, create goal and action item templates, and use case plans.
products:
  - Nonprofit
release: "264"
---
# Manage Case Plans

Create a case plan, create goal and action item templates, and use case plans.

- **[Create a Case Plan](https://help.salesforce.com/s/articleView?id=sfdo.cm_create_case_plan_case_plan_wiz.htm&release=264.0.0&type=5)**  
    Case Plans are roadmaps developed by case managers and their clients to help clients achieve their goals.
- **[Create Goal and Action Item Templates](https://help.salesforce.com/s/articleView?id=sfdo.cm_create_templates.htm&release=264.0.0&type=5)**  
    Learn about when to use these templates and learn how to create them.
- **[Update a Case Plan](https://help.salesforce.com/s/articleView?id=sfdo.cm_update_a_case_plan.htm&release=264.0.0&type=5)**  
    Update the overall status and information about client progress.