---
schema_version: "1"
id: c86f81ea7b7ffb758fc4c940079e468776590b50b2bf78866cef58006a3edfe1
title: Organize Tasks for Constituents and Staff
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_organize_tasks_for_learners_and_staff.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_organize_tasks_for_learners_and_staff.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1b9532350f7d206ea99fc1b123a35ad08a58288ae281410149c084032bd20a96
description: Use action plans and action launcher to provide quick and focused support to constituents in your institution.
products:
  - Education
release: "264"
---
# Organize Tasks for Constituents and Staff

Use action plans and action launcher to provide quick and focused support to constituents in your institution.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small " summary="Editions Needed"><caption>Editions Needed</caption> <colgroup><col style="width:100%"></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>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Education Cloud</td></tr></tbody></table>

Action Plans

Build task-managed checklists to be completed by students or staff.

Use cases for action plans include:

- To-do lists for learners during the application process.
- Care plans for students.
- Application, matriculation, and enrollment processes.

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:

- Open notes from a meeting with a student or other staff member.
- Send an email to an advisee.
- Log a call made to a mentee.

See Also:

- [Create Tasks for Care Plans with Action Plan Templates](https://help.salesforce.com/s/articleview?id=sf.psc_tasks_for_care_plans.htm)
- [Action Launcher](https://help.salesforce.com/s/articleview?id=ind.the_action_launcher_component.htm&type=5)