Overview
Playbooks are templates for projects. They capture your modules, tasks, and roles so you can launch new projects quickly and consistently. If you’re building your process from scratch, start here to design your Playbook.
Before You Begin
Think about the phases your process should include (e.g., Kickoff, Training, Launch).
Decide which roles will typically own tasks in each phase.
Steps to Create a Playbook
From the left-hand menu, click Library.
Select + Create Playbook.
Enter your Playbook Name.
Add Modules to represent phases of your process.
Inside each module, click + Add Task to define the work.
Give the task a name.
Add role placeholders (e.g., “Onboarding Lead”).
Add details, due dates, or subtasks as needed.
Add as many Modules, Tasks, and Subtasks as your process requires.
Click Save.
Using Your Playbook
When creating a project, you can select this Playbook to launch with all tasks, modules, and roles prefilled.
Playbooks can also be used in automations to create projects automatically when certain triggers occur (like a closed deal).
Tips
Keep Playbooks broad enough to work across many customers.
Use role placeholders (e.g., “Account Manager”) instead of specific names.
Duplicate Playbooks to create variations of similar processes — remove or add tasks as needed to adapt for different scenarios.
✅ You’ve just created your first Playbook! From now on, projects will be faster to launch and easier to keep consistent.