The action plan sharing library provides a space to share and copy action plans from other Follow Up Boss users.
Note: The ability to share Action Plans and to access the Action Plan Sharing Library is only available for admin users.
Access the Action Plan Sharing Library
- Go to Admin > Action Plans > Browse Action Plan Library
- Select the desired action plan Category
- To view an action plan, click Preview
- To copy an action plan, click Copy Plan
Share Action Plans Publicly
To learn more about sharing action plans publicly, check out Share Action Plans Publicly.