Input Care team task details into the Care team activities playbook

task brazil Updated Sep 10, 2026 1 min read ctwm-cta-care-team-task.md
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Complete the Care team task playbook stage in the Care team activities playbook.

Before you begin

Role required: sn_cto.loc_support_agent and sn_hco_orc.plan_author

Procedure

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

  2. Enter a Task name.

  3. Provide Instructions for the agent who will complete the task.

  4. Assign an Owner for the task.

  5. Describe the Expected outcome for the task.

  6. If needed, select an existing smart assessment or create a new one, and optionally define conditional execution rules so the assessment only appears when specified conditions are met.

    For more information, see Smart assessments in Care Team Work Management.

  7. If required, select +Add to add an additional task.

  8. Select Continue.

What to do next

Input team details into the Care team activities playbook

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