Input plan details into the Care team activities playbook

task australia Updated Sep 10, 2026 1 min read ctwm-cta-plan-details.md
Raw file servicenow.com

Complete the Plan details form shown when you create a task plan using the Care team activities playbook.

Before you begin

Role required: sn_cto.loc_support_agent and sn_hco_orc.plan_author

About this task

This form appears automatically when you create a new task plan using the Care team activities playbook, before the first playbook stage.

Procedure

  1. Provide a Short description.

    For example, Daily unit safety check.

  2. Set the Priority.

  3. Enter a detailed Description.

  4. Select Save & continue.

What to do next

Input Care team case details into the Care team activities playbook

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