Actions (or tasks) can be assigned in two different ways for an Account Plan.

Note: When a user is assigned a task, they will receive an email notification. The task will live inside of Salesforce, both in their ‘Tasks’ tab and this ‘Actions’ tab on the Account Plan.

From the Actions tab, select Add.

OR

Open a question on the Account Plan Scorecard and select the plus icon.

Fill out the form by assigning the task to someone internally, and provide a status, subject, priority level, and due date. 

Don't forget to Click Save!

Your task has now been created and added to the Actions tab.