# Action plan templates, tasks and checklists

*Agentforce Nonprofit Consultant Study Guide · Solution Design · Last updated November 3, 2026 · https://www.certifyforce.com/study-guide/agentforce-nonprofit-consultant/solution-design/action-plan-templates-tasks-and-checklists*

When Action Plans are the right Industries common feature, how a Program and Case Management template is built, published and assigned, how tasks are routed, sequenced and dated, how document checklists work, and how templates are cloned and packaged.

- Certification: Salesforce Agentforce Nonprofit Consultant
- Exam section: Solution Design
- Study guide: https://www.certifyforce.com/study-guide/agentforce-nonprofit-consultant

**Official exam objective:**

> Recommend when to use Industries Common Features, such as OmniStudio, Data Processing Engine, Action Plans, and Dynamic Assessments.

## What the exam expects

- Recommend Action Plans over care plans, Data Processing Engine or an Omniscript when the requirement is a repeatable set of owned, dated tasks and documents.
- Build a Program and Case Management template: Industries type, target object, tasks, document checklist items, publish, then assign it to records.
- Route each task to a user, a team role or a queue, order tasks with dependencies, and keep deadlines off nonworking days.
- Reuse templates by cloning and move them between orgs by packaging.
- Key terms: **action plan template** (the repeatable tasks for one type of engagement, set up once); **action plan** (a run-time instance generated from the template for each engagement); **document checklist item** (a document to track and approve, used with Action Plans); **Action Plan Template Assignment** (associates a published template with a record); **prerequisite task** (a task that must finish before its successor starts).

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Template vs plan | Set up a template once; generate a plan per engagement | [Create Action Plan Templates](https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans_create_action_plan_templates.htm&type=5&language=en_US) |
| Program and Case Management type | Industries | [Track Tasks and Documents](https://help.salesforce.com/s/articleView?id=ind.prog_case_mgmt_prog_mgmt_tasks_docs.htm&language=en_US&type=5) |
| Custom objects | Supported when Activities is enabled | [Action Plans](https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans.htm&type=5&language=en_US) |
| Published template | Can't be edited | [Track Tasks and Documents](https://help.salesforce.com/s/articleView?id=ind.prog_case_mgmt_prog_mgmt_tasks_docs.htm&language=en_US&type=5) |
| Checklist prerequisite | Document types exist before checklist items are added | [Track Tasks and Documents](https://help.salesforce.com/s/articleView?id=ind.prog_case_mgmt_prog_mgmt_tasks_docs.htm&language=en_US&type=5) |
| Default task owner | Action Plan Creator in Assigned To | [Track Tasks and Documents](https://help.salesforce.com/s/articleView?id=ind.prog_case_mgmt_prog_mgmt_tasks_docs.htm&language=en_US&type=5) |
| Dependency limits | 3 prerequisites, 10 successors, 24 dependencies in a sequence | [Task Dependencies](https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans_task_dependency.htm&type=5&language=en_US) |
| Skip Nonwork Days for Tasks | Chosen when the plan is created | [Create Action Plans](https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans_create_action_plans.htm&type=5&language=en_US) |
| Packaged template | Clone it after install and use the copy | [Copy and Distribute](https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans_admin_distribute_templates.htm&type=5&language=en_US) |

## Check yourself

- Which owner does a new template task get by default in Program and Case Management?
- How is a task's due date set?
- Why should you be careful about how many task dependencies a template has?
- When can you change Assigned To on a dependent task?

## Sources

- [Track Tasks and Documents with Action Plan Templates and Program and Case Management](https://help.salesforce.com/s/articleView?id=ind.prog_case_mgmt_prog_mgmt_tasks_docs.htm&language=en_US&type=5)
- [Action Plans](https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans.htm&type=5&language=en_US)
- [Create Action Plan Templates](https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans_create_action_plan_templates.htm&type=5&language=en_US)
- [Add Task Dependencies to Action Plans](https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans_task_dependency.htm&type=5&language=en_US)
- [Create Individual, Specific Action Plans from Templates](https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans_create_action_plans.htm&type=5&language=en_US)
- [Assign Action Plan Tasks to Roles](https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans_teams.htm&type=5&language=en_US)
- [Copy and Distribute Action Plan Templates](https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans_admin_distribute_templates.htm&type=5&language=en_US)
- [Configure Action Plans](https://trailhead.salesforce.com/content/learn/modules/action-plans-for-financial-advisors-in-financial-services-cloud/configure-action-plans)
- [Manage Cases and Deliver Care](https://trailhead.salesforce.com/content/learn/modules/cases-in-nonprofit-cloud-for-programs/manage-cases-and-deliver-care)
- [Care Plans for Program and Case Management](https://help.salesforce.com/s/articleView?id=sf.psc_configure_use_care_plans.htm&language=en_US&type=5)
- [Industries and Revenue Cloud Common Feature Documentation](https://help.salesforce.com/s/articleView?id=sf.industries_common_features.htm&language=en_US&type=5)
- [What's Included with Grantmaking](https://help.salesforce.com/s/articleView?id=sf.grmk_whats_included_with_grantmaking.htm&language=en_US&type=5)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 13 linked practice questions, and unlimited timed mock exams are included with the Agentforce Nonprofit Consultant pack (USD $19): https://www.certifyforce.com/practice-exams