---
sourceDocument: Yokohama Employee Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/employee-service-management

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Add or modify an action plan to-do

# Add or modify an action plan to-do {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Create, modify, and save to-do tasks as part of an action plan. To-dos are assigned to employees, mentors, or managers to complete.{#add-todo-task__ph-add-mod-action-plan-todo}

## Before you begin

Role required: All employees with direct reports

## Procedure

1. Navigate to AllEmployee CenterAction plans, and open an action plan.
2. Click Add to-do or open an existing task in a stage.
3. Choose the option that is best suited for your employee or mentor.

   | Option | Description |
   | Select from the To-do template list | Select from a list of available to-do task templates and click Next. Templates make it easy and fast to create consistent to-do tasks for more than one employee or mentor. |
   | Click Create your own | Click Create your own to create a to-do from scratch. Creating a to-do from scratch is a good option to create a unique task for a single employee or mentor. |
   |-|-|

   {#add-todo-task__choicetable_ja_to_do_task}
4. Fill in the to-do form.  
   Note:  
   * For to-dos that are appropriate for more than one employee or mentor, select Save as Template. Save the to-do as a template so that it is available to use for other employees or mentors in future action plans.
   * The [Action plan to-do task fields](https://www.servicenow.com/docs/ODz3a0~0tPLWt7UShGz~Cg "The to-do form contains fields that a manager uses to customize tasks for employees and mentors to complete as part of a transition plan.") topic has descriptions of the To-do form fields.
5. Click Save.

*[\>]: and then