---
title: "Plan Task Orchestration"
section: "Agent store — Sales — Territory and Account Planning"
canonical_url: "https://leverge.ai/agents/sales/territory-and-account-planning/plan-task-orchestration"
category: "Sales"
process: "Territory and Account Planning"
trigger: "Run on demand"
publisher: "Ailoitte Technologies Private Limited"
---

# Plan Task Orchestration

Turn an approved territory or account plan into assigned tasks — each with an owner, a date, and what it depends on — and hold the assignment messages for approval.

## At a glance

- Business function: Sales
- Process: Territory and Account Planning
- Runs: run on demand
- Run cost: 7 credits
- Uses a knowledge base: no

## What it needs

- **Approved plan** (file upload) — The plan as approved. Tasks are derived from it and nothing else.
- **Team and horizon** (form)

## How it works

1. Reading the approved plan
2. Deriving the tasks
3. Briefing owner {{loop.index}} of {{loop.total}}

## What it returns

- **Tasks derived from the plan** (table of results)
- **Load per owner** (breakdown table)
- **The plan does not say** (flagged exceptions)
- **Assignment messages — approve each individually** (table of results)

---

Source: https://leverge.ai/agents/sales/territory-and-account-planning/plan-task-orchestration — Leverge