Complete Care team task details in Operational Rounding

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

Before you begin

Role required: sn_hco_orc.loc_support_agent or sn_hco_orc.plan author

Procedure

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

  2. Enter a name and short description for a task.

  3. If needed, select an existing smart assessment or create a new one.

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

  4. Define a conditional execution rule so the assessment only appears when specified conditions are met.

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

  6. Select Continue.

What to do next

Input Assigned organizations details into the Operational Rounding playbook

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