Create a Care team activities task plan

task brazil Updated Sep 10, 2026 1 min read ctwm-cta-create-new-task-plan.md
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Create a new 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

Procedure

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

  2. In Create new task plan, select Care Team Activities.

  3. Select Create plan.

  4. Complete the playbook stages that follow.

What to do next

Input plan details into the Care team activities playbook

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