Designing a good template is half the work; entering it in Setup is the other half. The list of Tasks usually starts as a spreadsheet co-owned by RevOps and the team that runs the process.
- Open Action Plan Templates
App Launcher, search for Action Plan Templates, open the list view. The page may sit under a feature-specific app like FSC Admin or Industries Setup.
- Create a new template
Click New. Provide Name, Description, and Target Object. Choose the object the template will be applied to (Account, Opportunity, Case, Financial Account, and so on).
- Add Item Templates one by one
For each Task in the playbook, add an Item Template. Enter Subject, Days Until Due, Priority, Owner Type, and Owner. Order them logically; users will see them in the order entered.
- Set Owner Type to a role rather than a person where possible
Prefer Account Owner or Opportunity Owner over a specific user. Roles survive personnel changes; named users do not. Use named users only for steps that always go to a specialist.
- Activate the template and assign permissions
Mark the template Active. Assign the relevant permission set to every user who will create plans from it. Test by applying the template against a sandbox record before going live.
Human-readable template name. Appears in the picker when applying a plan.
The single object the template can be applied to.
Boolean. Only Active templates show in the picker.
The set of Task definitions that make up the plan.
Per-item offset from plan start date.
How each Task should be assigned when the plan is created.
- Templates are scoped to one Target Object. A template for Accounts cannot be applied to Opportunities. Clone per target instead of trying to share.
- There is no in-place versioning. Cloning is the supported pattern. Old plans keep their original template reference even after you stop using the old template for new plans.
- Owner Type User with a named person freezes the assignment, regardless of who runs the engagement. Use role-based options unless the step belongs to a specific specialist by design.
- Inactive templates disappear from pickers but old plans still display their template name. Archiving a template does not retroactively affect history.