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How to create a playbook

  1. Go to the Playbooks section
    • Click on either My Playbooks, Recent, Favorites, or Watched from the sidebar menu.
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  1. Click the New Playbook button and then the From template option from the menu that appears.
    • Alternatively, you can click on the New Playbook quick action from the sidebar menu
    • The playbook template selection window will appear.
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  1. Select a template.
  2. Click Use Template.
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  1. You will be redirected to the Playbook Editor.
    • Your newly created playbook will have a Start Step.
  2. Edit your playbook.
Learn more: Read the Playbook Editor page for more details on how to design a playbook in the Playbook Editor
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  1. Save your changes.
    • After making all your changes, click the Save Changes button.
Did you know? You can also view and import existing playbooks.