---
schema_version: "1"
id: 043ae82d238ce1acadb544aef861cfa1c62472b100f6aaf1974b0942ba05d2f6
title: Create an Action Plan Template
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/gm_create_action_plan_template.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.gm_create_action_plan_template.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e60e25d5a4d381511381403273b3e7e6a707fb9b75a9aef66dfa01125728b91d
description: An Action Plan Template is the blueprint for an Action Plan. Create an Action Plan Template and define Tasks, Document Checklist Items, or a combination of both.
products:
  - Nonprofit
release: "264"
---
# Create an Action Plan Template

An Action Plan Template is the blueprint for an Action Plan. Create an Action Plan Template and define Tasks, Document Checklist Items, or a combination of both.

- **[Create the Template](https://help.salesforce.com/s/articleView?id=sfdo.gm_create_action_plan_template.htm&release=264.0.0&type=5)**  
    Create an Action Plan Template to which you can add Tasks and Document Checklist Items.
- **[Add Tasks](https://help.salesforce.com/s/articleView?id=sfdo.gm_create_action_plan_template.htm&release=264.0.0&type=5)**  
    Tasks are actions a grantmaker takes, similar to a to do list. For example, collecting supporting documentation about a grantseeker, such as their Form 990s, could be added as a Task.
- **[Add Document Checklist Items](https://help.salesforce.com/s/articleView?id=sfdo.gm_create_action_plan_template.htm&release=264.0.0&type=5)**  
    Document Checklist Items allow grantmakers to define what documentation to collect and evaluate as part of the verification process about a grantseeker.
- **[Publish the Action Plan Template](https://help.salesforce.com/s/articleView?id=sfdo.gm_create_action_plan_template.htm&release=264.0.0&type=5)**  
    Publish the Action Plan Template so your grantmakers can create an Action Plan using the new template.

## Create the Template

Create an Action Plan Template to which you can add Tasks and Document Checklist Items.

1. From the App Launcher (![App Launcher](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/resources-product/images/app_launcher_grey.png)), find and select **Action Plan Templates**.
2. Click **New**.
3. Enter a Name for your template. For example, US Due Diligence.
4. Optionally, enter a Description.
5. Leave Industries selected as the Action Plan Type.
6. Select a Template Owner. This defaults to the creator of the Action Plan Template.
7. If you want users to add their own Tasks and Documentation Checklist items to Action Plans they create, select **Let users add items to action plans**.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/images/icon_note.png)
    
    Note Allow users to delete files from a Document Checklist item by updating [Change Item Deletion Settings](https://help.salesforce.com/s/articleview?id=ind.admin_set_deletion_prefs.htm&type=5).
8. Select a Target Object, which is where the Action Plan will show up. For example, **Account**.
9. Click **Save**.

![Action Plan Template](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/grants_management/images/actionplantemplate1.png)

## Add Tasks

Tasks are actions a grantmaker takes, similar to a to do list. For example, collecting supporting documentation about a grantseeker, such as their Form 990s, could be added as a Task.

1. From the Action Plan Template, select **New Task**.
2. Enter a Subject. For example, Collect IRS tax-exempt records (Form 990) for the previous two years.
3. Enter the number of Days that the Task is to be completed by. For example, 10.
4. Optionally, enter Comments about the Task.
5. Select a Priority. Medium is selected by default.
6. To make this a mandatory task, select **Required**.
7. Assign the task to either Specific User or the Action Plan Creator. Assigning the Task to a specific user means that the user will always own that Task, even if they didn’t create the Action Plan.
8. Click **Save**.
9. Continue to add as many Tasks as needed.

![Create a new Task.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/grants_management/images/apt_tasks1.png)

![List of final Tasks in an Action Plan Template.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/grants_management/images/apt_tasks2.png)

## Add Document Checklist Items

Document Checklist Items allow grantmakers to define what documentation to collect and evaluate as part of the verification process about a grantseeker.

1. From the Action Plan Template, click **New Document Checklist Item**.
2. Enter a Name. For example, Form 990s.
3. If you have additional instructions, add them.
4. To make the Document Checklist Item mandatory, select **Required**.
5. Click **Save**.
6. Continue to add as many Document Checklist Items as you need.

![Create a new Document Checklist Item.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/grants_management/images/apt_dci1.png)

![List of final Document Checklist Items in an Action Plan Template.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/grants_management/images/apt_dci2.png)

## Publish the Action Plan Template

Publish the Action Plan Template so your grantmakers can create an Action Plan using the new template.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/images/icon_note.png)

Note You can't edit or delete an Action Plan Template after it is published; you can only deactivate it. If you deactivate an Action Plan Template, you can't activate it again.

1. From the Action Plan Template, click **Publish Template**.
2. Click **Publish**.