Tasks and flows added to an action plan template
Key Takeaway
You must publish an action plan template before you can use it to create visits. Because a published template can't be edited, add every required task and flow before you publish.
An action plan template is a reusable list of the activities a field rep does together during a store visit, such as inventory checks, promotion checks or getting a signature. You add tasks and flows to the template and then publish it. Sales managers then pick the template that best fits a visit instead of adding individual tasks by hand.
Templates, visits and the data model
An action plan template's "Target Object" is Visit. You can associate one template with many visits. When you use a template for a visit, all of the template's tasks are associated with that visit.
Dana is a sales manager for a dairy brand. She schedules visits to 30 supermarkets this week and picks the "Supermarket Weekly Visit" template for each one. Each of the 30 visits gets the template's tasks, such as an inventory check, a promotion check and a signature task. Dana doesn't add any task to a visit by hand.
The template data model uses these standard objects:
- Action Plan Template
- Action Plan Template Version
- Action Plan Template Item
- Action Plan Template Value
Each Action Plan Template Item refers to a task definition. Each template can have a different set of items.