Save a Project as a Playbook

Last updated: March 13, 2026

Built a project you’d like to reuse? Save it as a Playbook and turn it into a template you can launch from again and again — with consistent structure, automatic task routing, and automation support.

Steps

  1. Open the project you want to save.
  2. Go to the Settings menu.
  3. Select Create Playbook.
  4. Enter a name for your Playbook and confirm.

Why Save Projects as Playbooks?

  • Consistency — every project follows the same structure.
  • Efficiency — no need to rebuild tasks and modules each time.
  • Scalability — Playbooks can be used in automations that create projects automatically.

Tips

  • Update the Playbook as your process evolves — edits don’t affect past projects.
  • Duplicate Playbooks to create variations of similar processes. For example, if you have two onboarding flows that differ slightly, duplicate the Playbook, adjust the modules and tasks, and save it as a new version.