Review and publish a Care team activities task plan
task brazil Updated Sep 10, 2026 1 min read ctwm-cta-plan-summary.md
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
-
In the Care team activities playbook, navigate to the Plan Summary stage.
-
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.
-
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
42 lines · 1.5 KB
---
title: Review and publish a Care team activities task plan
description: Review then publish the task plan template created using the Care team activities playbook.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/healthcare-life-sciences/ctwm-cta-plan-summary.html
release: brazil
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
keywords: [plan summary, task plan template, care team activities playbook, Care Team Work Management]
breadcrumb: [Care team activities playbook, Care Team Work Management, Healthcare Operations, Healthcare and Life Sciences]
---
# Review and publish a Care team activities task plan
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.
| title | Review and publish a Care team activities task plan |
| description | Review then publish the task plan template created using the Care team activities playbook. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/healthcare-life-sciences/ctwm-cta-plan-summary.html |
| release | brazil |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| keywords | plan summarytask plan templatecare team activities playbookCare Team Work Management |
| breadcrumb | Care team activities playbookCare Team Work ManagementHealthcare OperationsHealthcare and Life Sciences |