Review and publish a task plan template

---
title: Review and publish a task plan template
description: Review then publish the task plan template created using the Operational rounding playbook.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/healthcare-life-sciences/ctwm-plan-summary.html
release: brazil
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
keywords: [plan summary, task plan template, operational rounding playbook, Care Team Work Management]
breadcrumb: [Operational rounding playbook, Care Team Work Management, Healthcare Operations, Healthcare and Life Sciences]
---

# Review and publish a task plan template

Review then publish the task plan template created using 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 **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. Cases and tasks will now begin to generate.