Create an Operational rounding task plan

---
title: Create an Operational rounding task plan
description: Create a new task plan using the Operational rounding playbook.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/healthcare-life-sciences/ctwm-create-new-task-plan.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Operational rounding playbook, Care Team Work Management, Healthcare Operations, Healthcare and Life Sciences]
---

# Create an Operational rounding task plan

Create a new task plan using the Operational rounding playbook.

## Before you begin

Role required: sn\_hco\_orc.loc\_support\_agent or sn\_hco\_orc.plan author

## About this task

## Procedure

1.  Navigate to **CSM/FSM Configurable Workspace** > **Task Plan Templates** > **All Task Plans** > **New**.

2.  In **Create new task plan**, select **Operational Rounding**.

3.  Select **Create plan**.

4.  Complete the playbook stages that follow.


## What to do next

[Input plan details into the Operational Rounding playbook](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/healthcare-life-sciences/ctwm-op-plan-details.md)