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A playbook is created in a library. You can start from scratch or if you don't know where to start, or are you too busy? Grab one of our 100+ playbook templates and roll out new Playbooks, processes, procedures, and SOPs in minutes!
Follow these simple steps;
- Navigate to the Library where you want to create a new Playbook
- choose "Create playbook"
- a new pop-up with the Playbook templates and the starting from scratch option will show
- select templates from different themes or generic topics
When creating a playbook from scratch or after choosing the library template, you can edit the library: