Review and publish a Care team activities task plan

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

Review then publish the task plan template created 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

The Care team activities playbook reuses the same Plan Summary stage as the Operational rounding playbook, unmodified.

Procedure

  1. In the Care team activities playbook, navigate to the Plan Summary stage.

  2. Review all playbook stages as needed:

    • Select a panel to display all field inputs for that stage.
    • Change information within a playbook stage by selecting Edit.
    • Select Save to save your updates or select Cancel to cancel any changes made.
  3. Select Publish to publish your task plan template.

Result

Your task plan template is now published. Care team cases and tasks will now begin to generate according to the schedule you configured.

Keywords plan summarytask plan templatecare team activities playbookCare Team Work Management
Search documentation
Search document titles and file paths on the australia branch