Creating a Playbook

To create a new playbook:

1. Click Create Playbook on the Customer Success Workspace or relevant record page.
2. Select Create New Playbook.
3. Click Next.
4. Enter a name for the new playbook.
5. [Optional] Select an account to associate with the playbook.
6. [Optional] Update the start date. The default is today’s date.
7. [Optional] Select a team to associate with the playbook.
8. [Optional] Enter a description for the playbook. To upload an image, click .
9. Click Create.
   Notes:

   When creating a playbook from the workspace, the playbook is automatically marked as Active.

   When creating a playbook from the Account record page, the Account field is auto-populated with the account you are currently viewing.

   If you don’t select a team during playbook creation, adding resources to the team using team manager automatically creates and associates a team with the playbook.

To create a playbook from a template:

1. Click Create Playbook on the Customer Success Workspace or relevant record page.
2. Select Create Playbook from Template.
3. Click Next.
4. Select the template you want to use.
5. Click Next.
6. [Optional] Deselect the tasks that you don't want to copy to the new playbook.
7. Click Next.
8. [Optional] Update the name for the new playbook.
9. [Optional] Select an account to associate with the playbook.
10. [Optional] Update the start date. The default is today’s date.
11. [Optional] Update the team for the new playbook. The team is auto-populated from the template.
12. [Optional] Update the description for the playbook. To upload an image, click . The description is auto-populated from the template.
13. Click Create.

Notes:

When selecting a template, only playbooks with the Active and Template checkboxes selected are displayed.

If you don’t select a team during playbook creation, adding resources to the team using team manager automatically creates and associates a team with the playbook.

To create a new playbook template:

1. Click Create Playbook Template on the Customer Success Workspace or relevant record page.
2. Select Create New Playbook Template.
3. Click Next.
4. Enter a name for the new playbook template.
5. [Optional] Select an account to associate with the playbook.
6. [Optional] Update the start date. The default is today’s date.
7. [Optional] Select a team to associate with the playbook template.
8. [Optional] Enter a description for the playbook template. To upload an image to the playbook description, click .
9. Click Create.

To create a playbook template from a template:

1. Click Create Playbook Template on the Customer Success Workspace or relevant record page.
2. Select Create Playbook Template from Template.
3. Click Next.
4. Select the template you want to use.
5. Click Next.
6. [Optional] Deselect the tasks that you don’t want to copy to the new playbook template.
7. Click Next.
8. [Optional] Update the name for the new playbook template.
9. [Optional] Select an account to associate with the playbook template.
10. [Optional] Update the start date. The default is today’s date.
11. [Optional] Update the team for the new playbook template. The team is auto-populated from the template.
12. [Optional] Update the description for the playbook template. To upload an image, click . The description is auto-populated from the template.
13. Click Create.

Notes:

When selecting a template, only playbooks with the Active and Template checkboxes selected are displayed.

If you don’t select a team during playbook creation, adding resources to the team using team manager automatically creates and associates a team with the playbook.