---
sourceDocument: Brazil Healthcare and Life Sciences
sourceDocumentLink: https://www.servicenow.com/docs/r/healthcare-life-sciences

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Healthcare and Life Sciences

ft:clusterId :

    - hcls

bundleId :

    - hcls

workflow :

    - Customer and Industry


---

# Plan summary stage

# Review and publish a task plan template {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
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.
   {#ctwm-plan-summary__ul_dnv_3kp_53c}
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.