Cloning Playbooks

You can clone an existing playbook using the Clone Playbooks quick action button available on playbook record pages. This enables you to create new playbooks and playbook templates.

Parent and child records, such as the associated success plan or objective, as well as any associated playbook tasks are copied to the new, cloned version. Once you have cloned a playbook, you are directed to the new record where you can update the information as required.

To clone a playbook:

  1. Go to the record page of your existing playbook.
  2. Click Clone Playbook.
  3. Update the name of your new playbook.
  4. Select Template to make your new playbook available for selection as a playbook template.
  5. Click Create. The new playbook or playbook template opens.
Notes:
  • All playbook values are copied from the fields on the playbook record page.
  • All playbook task values are copied from the fields contained in the Create Playbook Task Fields field set.
  • You cannot create a playbook template by cloning a non-template playbook that has an associated objective or success plan.