The Library allows you to create re-usable project sections, full project templates, and settings.
Modules are individual sections of a Project that have a name and one or more Tasks in them
Playbooks contain a group of Modules as well as configuration defaults when using a Playbook for a Project
Before you use the Library...
You'll want to configure your Roles. When you assign tasks on your Modules and Playbooks, you'll assign them to Roles. These are the folks on your team who may be involved during your onboarding - say the Account Manager, Implementation Manager, or an SE. When you create a project, you'll assign these roles to actual people on your team (e.g., Bill is the Engineer on this particular project).
Instructions
1. Go to Settings → Roles
2. Add Roles that your organization uses for assigning tasks within Playbooks and Modules
Library - Playbooks
Playbooks are full reusable Project templates. They contain Modules, Tasks, and configuration defaults.
Create a new Playbook and give it a name
Fill your Playbook with Modules and Tasks
A note about dates on the Playbook:
Any dates (e.g., Due Date) are relative in value that will create a timeline for the Playbook that will turn into real "Due Dates" for tasks when a project is created from that Playbook.
For example, if when creating a project you select a Start Date of January 1, and the first task on the Playbook is +3 Days Due from Start, the actual Due Date of that task will be January 3.
Library - Modules
Why would I use the Modules Library and how do I use it?
1. After a project is created, I need to add additional sections, tasks, and/or workflow to the project
Let's say a project ended up increasing in scope and now requires additional work. Instead of having to recreate those sections and tasks manually from scratch, you can simply add a module(s) from the Library to append into your existing project.
To do so, click "Add Module" > "Add from Library" when accessing any Project
2. I have a Module that is used in multiple Playbooks
As you're setting up your Playbooks, you may realize that certain sections are re-used across various Playbooks.
Instead of having to create these sections manually every time, save the Module to the Modules Library to be able to be used in other Playbooks
To do so, simply hover over the Module name and click "Save to Library"
3. I created a custom section for a Project and ah it's awesome/amazing and I want to be able to reuse it!
Similar to (2) above, to save a section in a project to the Modules Library, simply hover over the Module name and click "Save to Library"