Creating Effective Playbooks
Custom playbooks allow you to document your organization specific procedures and best practices.
Step 1: Access Playbook Creation
- Navigate to Playbooks from the sidebar
- Click the + New Playbook button
Step 2: Basic Information
- Name - Give your playbook a clear, descriptive name
- Category - Select the appropriate category (Maintenance, Emergency, Routine, Troubleshooting)
- Description - Explain when this playbook should be used
- Icon - Choose an icon that represents the playbook purpose
Writing Good Descriptions
A good playbook description should answer:
- What - What problem does this solve?
- When - When should this playbook be used?
- Who - Who is the intended audience?
- Outcome - What is the expected result?