Playbook templates

A playbook template is the recipe; a playbook is that recipe applied to one customer. Templates belong to your whole organization.

Find them under Projects › Templates, in All Available Playbooks. Each template shows how many customers it is used for (or Not used for a customer).

Create a template

1. Click New playbook.
2. Enter a Name and a Description. The description is shown on every playbook made from this template.
3. Under Add stage, type a Stage name and click Add stage. Repeat for each stage.
4. For each stage, set Estimated … days in stage. This sets the stage’s due date when it starts.
5. Add tasks to each stage (see below).
6. Optionally, pick a follow-up under After this playbook is finished, automatically start this playbook:. Clear removes it.
7. Click Create playbook.

Drag stages and tasks to change their order.

Add a task to a stage

Click Add task in a stage and fill in:

Field	What it does
Task Name, Description	Copied to the task. Both are required.
Starts … days after stage start	“Empty or 0: the task starts when it is created (when its stage begins).”
Due … days after start	“Empty: due on the stage’s due date.”
Visible to customer	“Customers on a shared playbook see this task, also before its stage starts.” See Share a playbook.

Tasks are created when their stage begins, assigned to the playbook’s owner, with Medium priority.

Edit or delete a template

Use the menu on a template: Edit opens the builder (save with Save changes), Delete removes it after you confirm.

• Removing a stage deletes its tasks too.
• If you close the builder with unsaved changes, you’re asked to Keep Editing or Continue (and lose them).
• Playbooks already running build each new stage from the template when that stage starts, so template edits also reach stages that haven’t started yet.

Note

Creating and editing templates needs the Edit permission; deleting needs the Delete permission. See Team settings.