Use action plans and action launcher to provide quick and focused support to constituents in your institution.
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud |
- Action Plans
- Build task-managed checklists to be completed by students or staff.
Use cases for action plans include:
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To-do lists for learners during the application process.
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Care plans for students.
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Application, matriculation, and enrollment processes.
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- Action Launcher
- Launch actions from record pages based on a business process. The action launcher can include flows, OmniScripts, and quick actions.
Use cases for action launcher include:
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Open notes from a meeting with a student or other staff member.
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Send an email to an advisee.
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Log a call made to a mentee.
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See Also: