Available in: Axsy Public Sector
To assign Tasks to a Visit, an Action Plan Template first needs to be created that defines the set of Tasks that are to be executed during a Visit.
Please see this Salesforce page for more information on Salesforce's Action Plans and Action Plan Templates: Action Plans
Creating an Action Plan Template
- Navigate to the App Launcher on the Salesforce Web UI and select Action Plan Templates
- Select New
- For Target Object, select Visit from the picklist
- For Action Plan Type, select Assessment Execution from the picklist
- Select Save
- Once the Action Plan Template has been created, select one of the buttons - e.g. Add Assessment Task Definition or New Task - to add a first Task to the Action Plan Template
- Fill in the necessary details for the new Task and select Save
- To add more Tasks, select New and then the appropriate Task from the top of the screen
- Once all Task definitions have been added, select Publish Template
NEXT STEPS: You can now connect the created Action Plan Template with a Visit. Please see this article for more information: Create a Visit with a Public Sector Action Plan