Chapter 8 · 6 articles

Playbook

Organize the Playbook in folders and processes, give teams access, write, review and publish documents, compare versions and record your screen.

• Organize the Playbook with folders and processesCreate folders and processes, rename and move them, and add documents, SOPs, recordings and decision trees to a process.
• Give teams access to a folderChoose which teams can only read a Playbook folder and which can change what is in it.
• Write a documentCreate a wiki-style document in a process and write it with the rich-text editor.
• Review and publish a documentSend a document for review, approve it, publish it for readers and set how often it must be reviewed again.
• Compare and restore document versionsOpen a document's version history, compare a version with the current text and restore an older one.
• Record your screenRecord a video of your screen with your voice in a process and watch it back.