Summary / When to Use This
Playbook Modules are reusable building blocks that help you group and organize tasks for repeatable processes like onboarding, training, or implementation. Use them when you want to streamline setup and ensure consistent task delivery across projects.
This guide walks you through creating a new module and adding tasks from scratch or from your existing task library.
Before You Begin
To create a module, you’ll need:
Admin or Playbook Manager permissions
Your task workflow or checklist ready to go
Tasks already saved to your Library (optional but helpful)
Steps to Follow
1. Navigate to the Modules Tab
In the left navigation, click Library
At the top of the screen, select the Modules tab
2. Click + Create Module
Click + Create Module in the top-left corner
Enter a clear, concise Module Name
You’ll be taken into the module builder interface where you can begin adding tasks.
3. Add Tasks to the Module
You have two options:
+ Add Task: Start a new task from scratch
+ Library: Insert an existing task you’ve previously saved to the Library
Each task appears in a row and includes columns for:
Type
Role Restrictions
Dependencies
Subtasks
Scheduled Start Date
Due Date
Visibility
You can click into any task to edit it directly from the module.
Editing a Task
When you open a task, use the tabs across the top to configure details:
Details
Set the task name, type, roles, start/due dates, and description
Add any optional data fields or dependencies
Subtasks & Responses
Click Open Task Builder
Add steps, required fields, or form-like elements for customers or internal users
Settings
Set visibility (e.g., all project members or restricted roles)
Require tasks to be completed in order
Enable feedback collection on task completion
Click Save to Library if you want to reuse this task in future modules or playbooks
4. Organize Your Tasks
Drag and drop tasks to adjust the order
Add dependencies to control flow
Mix and match new and saved tasks as needed
5. Save Your Module
There’s no global "Save" button—changes are saved automatically as you go. Once you’ve added your tasks, your module is ready to be linked into a playbook.
Tips & Troubleshooting
Start with saved tasks: If you’ve already built common tasks, use the + Library button to add them quickly.
Test before deploying: Add your module to a test playbook and assign it to a sample project to make sure everything flows as expected.
Can’t find the Create Module button?
Make sure you're on the Modules tab (not Playbooks or Tasks)
Check your user permissions