Publishing, editing and copying action plan templates
Key Takeaway
A published action plan template can't be edited. To change its tasks or flows, clone it and make the changes in the copy.
An action plan template is a reusable list of tasks and flows that a field rep performs during a store visit. A sales manager applies the same set of activities to many visits instead of adding tasks one by one to each visit. You must publish a template before you can use it on visits. A published template can't be edited, so cloning is how you change a template or build a new one from an existing one.
What an action plan template is
Use an action plan template for visits where the set of activities stays the same. You create one template and add the tasks and flows that are performed together in a store. Both tasks and flows can go in one template. Then you associate the template with multiple visits.
You can assign only one action plan per visit, but one template can be reused across many visits.
Priya is a sales manager at a snack company. Every month her reps visit grocery stores to check the same things: shelf stock, price tags and end-cap displays. She creates one template called "Monthly Shelf Check" with a task for each check and a flow that records missing items. She associates the template with visits to six stores, so each rep performs the same tasks at each store. Each of those visits has one action plan, and all six action plans come from the same template.