Create a task plan using the Care team activities playbook

Use the Care Team Activities Playbook to help your care teams can manage recurring operational tasks across units.

Create a Care team activities task plan

Create a new task plan using the Care team activities playbook.
Input plan details into the Care team activities playbook

Complete the Plan details form shown when you create the plan.
Input Care team case details into the Care team activities playbook

Complete the Care team case playbook stage in the Care team activities playbook.
Input Care team task details into the Care team activities playbook

Complete the Care team task playbook stage in the Care team activities playbook.
Input team details into the Care team activities playbook

Complete the Care teams playbook stage in the Care team activities playbook.
Enter Schedule details in the Care team activities playbook

Complete the Schedule playbook stage in the Care team activities playbook.
Review and publish a Care team activities task plan

Review and publish the task plan template in the Care team activities playbook.

title	Create a task plan using the Care team activities playbook
description	Use the Care Team Activities Playbook to help your care teams can manage recurring operational tasks across units.
locale	en-US
canonical_url	https://www.servicenow.com/docs/r/australia/healthcare-life-sciences/ctwm-cta-playbook.html
release	australia
topic_type	concept
last_updated	2026-09-10
reading_time_minutes	1
keywords	use
breadcrumb	Care Team Work ManagementHealthcare OperationsHealthcare and Life Sciences