--- title: Create Submission Plan or Activities Checklist description: Create submission Plan or Activities checklist --- [Skip to content](https://knowledge.nexone.ca/en-ca/create-submission-plan-or-activities-checklist#main-content) English - Canada Show submenu for translations [![LOGO\_KNOWLEDGE\_BASE3](https://knowledge.nexone.ca/hubfs/LOGO_KNOWLEDGE_BASE3.svg)](https://knowledge.nexone.ca/en-ca?hsLang=en-ca) - [NexOne Agent](https://knowledge.nexone.ca/en-ca/nexone-agent) - [NexOne Office](https://knowledge.nexone.ca/en-ca/nexone-office) - [NexOne Legend](https://knowledge.nexone.ca/en-ca/nexone-legend) Open main navigation Close main navigation - [NexOne Agent](https://knowledge.nexone.ca/en-ca/nexone-agent) - [NexOne Office](https://knowledge.nexone.ca/en-ca/nexone-office) - [NexOne Legend](https://knowledge.nexone.ca/en-ca/nexone-legend) - English - Canada Show submenu for translations - [Free Webinars](https://nexone.ca/) [Free Webinars](https://nexone.ca/) How can we help you? - There are no suggestions because the search field is empty. 1. [NexOne](https://knowledge.nexone.ca/en-ca?hsLang=en-ca) 2. [NexOne Agent](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca) 3. [Brokerage](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#brokerage) December 24, 2025 # Create Submission Plan or Activities Checklist Build plans for your brokerage that your agents can then apply to their transactions, completing the required tasks for a particular deal. As an agent you can use this feature to create your own checklists for all the types of deals you do! Activity Plan Builder allows you to create activities checklists and plans that are right for you as an individual agent or for brokerages creating plans for their agents. Follow the steps below to create the perfect activity plans for your needs. 1\. Click on the Activities tab and then Activity Plan Builder. ![487b777b-8306-4e01-b676-6c521800f1c6](https://knowledge.nexone.ca/hs-fs/hubfs/487b777b-8306-4e01-b676-6c521800f1c6.png?width=670&height=313&name=487b777b-8306-4e01-b676-6c521800f1c6.png)  ![](blob:https://nexone.atlassian.net/487b777b-8306-4e01-b676-6c521800f1c6#media-blob-url=true&id=3ae651ee-ab90-4abc-94b3-27f14caacdcf&collection=contentId-2039644206&contextId=2039644206&width=1918&height=896&alt=) 2\. Click Create Plan Template. ![0047ab09-5cfc-494f-a727-2b1e9e31c8af](https://knowledge.nexone.ca/hs-fs/hubfs/0047ab09-5cfc-494f-a727-2b1e9e31c8af.png?width=670&height=313&name=0047ab09-5cfc-494f-a727-2b1e9e31c8af.png)  ![](blob:https://nexone.atlassian.net/0047ab09-5cfc-494f-a727-2b1e9e31c8af#media-blob-url=true&id=70f6fece-beaa-4b50-89ab-cac6e16c55cf&collection=contentId-2039644206&contextId=2039644206&width=1918&height=896&alt=) 3\. Fill out the Plan Template information.  ![ef839cdf-fe6a-4cdc-87dd-374b79404351](https://knowledge.nexone.ca/hs-fs/hubfs/ef839cdf-fe6a-4cdc-87dd-374b79404351.png?width=624&height=466&name=ef839cdf-fe6a-4cdc-87dd-374b79404351.png) ![](blob:https://nexone.atlassian.net/ef839cdf-fe6a-4cdc-87dd-374b79404351#media-blob-url=true&id=ea3a5608-e455-4c2e-9f77-6e21f0b9599d&collection=contentId-2039644206&contextId=2039644206&width=624&height=466&alt=) 4\. Click create. ![b95cfa07-0821-4205-b01d-20148f4af177](https://knowledge.nexone.ca/hs-fs/hubfs/b95cfa07-0821-4205-b01d-20148f4af177.png?width=624&height=78&name=b95cfa07-0821-4205-b01d-20148f4af177.png)  ![](blob:https://nexone.atlassian.net/b95cfa07-0821-4205-b01d-20148f4af177#media-blob-url=true&id=4d5b229a-8f5d-4b1e-a1b1-4170ddbb7a8a&collection=contentId-2039644206&contextId=2039644206&width=624&height=78&alt=) 5\. Add activities to your new plan.  ![dd3ca676-5e7c-4f75-a3d4-73dddc82541a](https://knowledge.nexone.ca/hs-fs/hubfs/dd3ca676-5e7c-4f75-a3d4-73dddc82541a.png?width=670&height=312&name=dd3ca676-5e7c-4f75-a3d4-73dddc82541a.png) ![](blob:https://nexone.atlassian.net/dd3ca676-5e7c-4f75-a3d4-73dddc82541a#media-blob-url=true&id=248adbc8-0636-4a36-b45f-5507468ccf32&collection=contentId-2039644206&contextId=2039644206&width=1920&height=895&alt=) 6\. Add Activities to your New Plan.  ![000d4d0e-1e5d-4a3d-8784-b5c2a02896b2](https://knowledge.nexone.ca/hs-fs/hubfs/000d4d0e-1e5d-4a3d-8784-b5c2a02896b2.png?width=624&height=563&name=000d4d0e-1e5d-4a3d-8784-b5c2a02896b2.png) ![](blob:https://nexone.atlassian.net/000d4d0e-1e5d-4a3d-8784-b5c2a02896b2#media-blob-url=true&id=d763621f-601b-436f-ab02-ca4e5d116b5a&collection=contentId-2039644206&contextId=2039644206&width=624&height=563&alt=) 7\. Click Create.  ![e98e7a93-6f4b-436f-87b1-9db49a1b323a](https://knowledge.nexone.ca/hs-fs/hubfs/e98e7a93-6f4b-436f-87b1-9db49a1b323a.png?width=625&height=101&name=e98e7a93-6f4b-436f-87b1-9db49a1b323a.png) ![](blob:https://nexone.atlassian.net/e98e7a93-6f4b-436f-87b1-9db49a1b323a#media-blob-url=true&id=31e9eafa-4634-47c0-adde-cf24238176c2&collection=contentId-2039644206&contextId=2039644206&width=625&height=101&alt=) 8\. You can add, remove and edit activities at any time.  ![0dcac217-1bae-49ef-9b1d-86539bb1c023](https://knowledge.nexone.ca/hs-fs/hubfs/0dcac217-1bae-49ef-9b1d-86539bb1c023.png?width=670&height=198&name=0dcac217-1bae-49ef-9b1d-86539bb1c023.png) ![](blob:https://nexone.atlassian.net/0dcac217-1bae-49ef-9b1d-86539bb1c023#media-blob-url=true&id=067a255e-1689-4555-a0cf-440725850da5&collection=contentId-2039644206&contextId=2039644206&width=1491&height=441&alt=)   - [NexOne Agent](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#main-content) - [General](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#general) - [Accounts & Billings](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#accounts-billings) - [Clients](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#clients) - [Transactions](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#transactions) - [Documents and Forms](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#documents-and-forms) - 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