Create an action plan using a template

Learn how to create action plans using a template.

Once you have created templates on the Manage Template tab in the main Action Plans screen, you can create action plans using those templates.
  1. Select Create Action Plan, and then select Create Plan using Template.
    Create action plans using a template from the Action Plans screen
    The Select a Template dialog appears.
  2. Optionally, you can search for a template by entering its name or description in the Search box or by using Advanced options. For more information, see Searching for a template.
  3. To select a template, click Use Template.
    Selecting a template to create an action plan

    The Create Action Plan dialog opens with some items already added.

  4. Optionally, you can edit the plan name and its description.

The action plan is created. To return to the Action Plans screen, click Back to List.

To add one or more tasks to the plan, see Create a task. To add impact analysis, see Add Impact Analysis.