Creating Playbook Skills

You can associate CS skills and CS skill sets with playbooks using:

  • The Add Skills button in the Playbook Skills tab of playbook's record page
  • The New button in the Playbook Skills related list of the playbook's record page

A Playbook Skill record is created when associating skills, which can be viewed in the Playbook Skills related list on the playbook's record page.

Note:

You can associate a maximum of 15 skills with a playbook.

You can associate CS skills and CS Skill sets with the playbooks in one of the following ways:

To associate CS skills and CS skill sets with playbooks from the Playbook Skills tab of the playbook's record page:

  1. On the Playbooks tab, click the playbook that you want to associate CS skills and CS skill set with. The playbook's record page displays.
  2. On the playbook's record page, click the Playbook Skills tab.
  3. Click Add Skills.
  4. In the Add Skills window, select the CS Skill or CS Skill Set in the drop-down list.
  5. Search for and select the skills or skill sets you want to associate with the playbook. You can view skills or skill sets related to the searched keyword, including their type and the role they are associated with. You can also select the level of competence in the CS skill or CS skill set that is required by the playbook in the Minimum Rating field. Enter at least two characters in the Search field and click Show All Results for “ ” to open the Select CS Skill or Select CS Skill Set window. Then, select the skills or skill sets that you want from the grid and click Select to add them to the skills grid in the Add Skills window. For more information, see Using Advanced Lookup.
  6. Click Add. The added skills and skill sets are displayed in the Skills Management grid.
Note:

You cannot select the same skill more than once. If a skill is already selected as an individual skill, ensure it is deselected in the selected skill set.

To associate CS skills and CS skill sets with playbooks from the Playbook Skills related list of the playbook's record page:

  1. On the Playbooks tab, click the playbook that you want to associate CS skills or CS skill set with. The playbook's record page displays.
  2. On the playbook's record page, click the Related tab.
  3. Click New in the header of the Playbook Skills related list. The New Playbook Skill window opens.
  4. [Optional] In the Minimum Rating field, select the level of competence in the CS skill that is required by the playbook.
  5. Select the CS skill to associate with the playbook.
  6. [Optional] Search for and select CS skill set to associate with the playbook.
  7. Click Save to save your new playbook skill record or Save & New to save your new record and create another playbook skill record.