Abstract: Methods and systems are provided for automatically creating and displaying an action plan generated from an action plan template. An action plan template is created by a template owner, who can then add tasks to the action plan template until all tasks to be included as part of the template have been created. After it has been published, action plan owners can use it during an action plan creation process. An action plan owner can select a particular target record to be associated with a new action plan and specify other action plan details. An application platform can then automatically populate the new action plan with information indicating: a name of the action plan owner, a plurality of tasks a corresponding task owner who is assigned to each task, and a corresponding task deadline that was automatically calculated for each task by the action plan creation module.

Abstract: Methods and systems are provided for automatically creating and displaying an action plan generated from an action plan template. An action plan template is created by a template owner, who can then add tasks to the action plan template until all tasks to be included as part of the template have been created. After it has been published, action plan owners can use it during an action plan creation process. An action plan owner can select a particular target record to be associated with a new action plan and specify other action plan details. An application platform can then automatically populate the new action plan with information indicating: a name of the action plan owner, a plurality of tasks a corresponding task owner who is assigned to each task, and a corresponding task deadline that was automatically calculated for each task by the action plan creation module.