Action Plans - v4

Issue with Dependent Tasks in Action Plan Template Across Multiple Accounts

Hello, I am experiencing an issue with the tasks in an action plan. I created a template with 10 tasks configured with dependencies between them and assigned it to 10 accounts. The problem is that when I complete a task, the next one does not trigger as expected. I identified that the template seems to be associated only with the first account where the plan was executed. For example, when I complete a task in the Gene Point account, the dependent tasks are triggered, but they run across all accounts. As a result, in the other accounts, completing a task does not trigger the next one, since the dependencies appear to be tied to the Gene Point account. Could you please advise me on how to resolve this behavior?

Customize Task Fields in Templates?

Hi, Is it possible to customize which task fields are available when creating Action Plan Templates? For example, I would like to remove the "Priority" field and add a custom field to use when creating Tasks from Action Plan Templates.

Can we extend the functionality in creating meetings?

Similar to the task, is it possible to extend the functionality and create meetings in the action plan?

Use Queue in Assign to Field?

Hi We were planning to use this package and found Assigned To field only support User and Not queue, as Salesforce Tasks do support Queues is there any plan to change and have that feature available for us ?

Error Message on Task Re-assignment

I assigned Action Plan Admin permission set to a user but when he tries to update the Assigned To of a task, it shows "insufficient privileges" but shockingly it changes the owner successfully

Flow automation not creating all the Tasks

I am using Flow to automate actionPlan and Task creation. I have an actionplan template with 7 tasks, In my flow I called the apex invocable class mentioned in documentation but it created only 4 tasks. Same thing happened with another template with 48 tasks, invocable apex is only creating 3 tasks... No errors nothing..

V3 unmanaged package to V4

Hi all, Has anyone upgraded from the V3 unmanaged package to V4? Was it seamless? After years of using the unmanaged V3 package we now need to automate Action Plan creation but don't have the Copy From Template field. If I install this V4 package will the existing data remain?

Cant Choose Task Type

Hello :) Quick question, in the screenshot you guys can choose task type, after installing it (works great) the only field we dont have is Type, can you please help, is there something we are missing? See screenshot: https://serviceddemo.my.salesforce.com/sfc/p/5i000002NtGM/a/5i000000Xxaj/5ciYHTsHxVJ9eZ.8sml8672dC5lisEGXuD7fFuiFZD4

Always about 85% close - but the last 15% breaks usage for us

We have a big need for something exactly like Action plans at my current company - we have many templated repeatable processes that we'd love to be able to generate automatically, but there a few main issues that prevent us from using action plans: 1. Tasks are only able to be ordered by Due Date, not by an "Order" (Determined by an Order field on the Task / Template Item). Unfortunately for my company, as well as quite a few other I've discussed Action Plans with, the fact that you can only order action plan Tasks by Due date is a dealbreaker. 2. Many Processes we would use Action Plans for can happen in a matter of Minutes or Hours, and ordering by sequential Due Date Means that if we had a Process that's 20 Tasks, we'd need to Set the Due Date of Each Task after the previous to get the Tasks to show up in the correct way in the UI so the Action Plan would complete in 20 days, instead of 4 or 5 hours like quite a few of our processes. 3. No way to manually set the desired order of Action Plan Template Items. Without this, if we set the Due Date of each Task to be the same day (I.E. - today), they all get created out of order 4. Only being able to set 4 dependencies in a sequence. In the example above, if we have a 20 Task Process, we need each Task to be created, Assigned, Worked and Completed before the next Task is created, Assigned and worked. Currently, you can only have 4 items in a sequence, so the 1st, 5th, 10th, 15th, etc. Tasks get created and assigned immediately and out of order 5. Lastly, the LWC doesn't allow for us to select which fields from the Tasks should show up in the component on a Lightning Page, so there are fields that we don't need in the Task list LWC and fields that we'd like to see, we can't add or Sort by. The enhancements above would make action plans perfect for our usage. Thanks so much for the hard work you've already put into them!!

A must-have for business processes management!

This app lets you easily set up a list of tasks TO BE created and assigned after earlier, prerequisite tasks are completed—and helps prevent the problem of auto created tasks with incorrect due dates. For example: In a real estate scenario, you could set the "Install sign on front lawn" task to be automatically created and assigned only AFTER the "Sign listing contract" task is complete, and have it be due one day following contract signing. You can also go back and check what tasks in a specific action plan have been created or completed—and even create reports on progress to show who did each task and when. It's an incredibly powerful tool for managing work, and because it's now on version four the code base is solidly built and thought through. It works really well. It might take a while to get your head around setting up "future" tasks, but once it clicks how much time you can save by automating task creation for standard jobs, it will be a tool you use every day!