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 Action Plan Template Looking at the Information Ga 2021-2025

2021-2025 Form

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create an action plan template action plan templates represent your applications you assign each of your application stage definition records as tasks in your action plan template you need a separate action plan template for each application that you create but you can use a single action plan template for multiple programs let's get started create an action plan template record and give it a name that describes what the applic is for for example undergraduate application select Industries as your action plan type preliminary application reference as the target object and save your changes next assign each application stage definition record to your action plan template as a task these tasks tell the applicant what sections they have to complete remember that when you created application render method assignment records you told Salesforce which omniscript and flex cards to use to collect and display the information from the applicant in your action plan template record create

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