---
title: "Organize the Playbook with folders and processes"
description: "Create folders and processes, rename and move them, and add documents, SOPs, recordings and decision trees to a process."
url: "https://okido.io/en/docs/playbook/organize-folders-and-processes"
chapter: "Playbook"
chapterUrl: "https://okido.io/en/docs/playbook.md"
plans: ["All plans"]
roles: "Owner, Admin"
language: "en"
edition: "2026-10-23"
---

# Organize the Playbook with folders and processes

> Create folders and processes, rename and move them, and add documents, SOPs, recordings and decision trees to a process.

The Playbook holds how your organization works. Folders group the areas of your work, such as client operations. A process inside a folder describes one way of working, such as onboarding a client, and holds its documents, SOP checklists, recordings and decision trees.

Only owners and admins can create, rename and move folders and processes.

## Create a folder

1. Open the **Playbook** and choose **New Folder**.
2. Type the **Folder Name**. To decide right away which teams may work in it, add them under **Team Permissions** (see [Give teams access to a folder](https://okido.io/en/docs/playbook/give-teams-access.md)).
3. Choose **Create Folder**.
   ![Creating a new folder in the Playbook](https://okido.io/docs/screenshots/en/playbook-new-folder.webp)

## Add a process

1. Click the folder to open it, then choose **Add** below its contents.
2. Choose **Process**. You can also add a subfolder here (**Folder**) or a system.
3. Type the **Process Name** and choose **Create**.

## Add documents, SOPs, recordings and decision trees

1. Click the process to open it, then choose **Add** below its items.
2. Choose what to add: a **Document**, an **SOP Checklist**, a **Recording** or a **Decision Tree**.
   ![The four kinds of items a process can hold](https://okido.io/docs/screenshots/en/playbook-add-item.webp)

OKiDO then opens the editor or the recorder for the new item. See [Write a document](https://okido.io/en/docs/playbook/write-a-document.md), [Record your screen](https://okido.io/en/docs/playbook/record-your-screen.md), [Create an SOP template](https://okido.io/en/docs/sops-runs/create-an-sop-template.md) and [Build a decision tree](https://okido.io/en/docs/systems-decision-trees/build-a-decision-tree.md).

## Rename and move

- To rename a folder or a process, right-click it and choose **Rename**. Type the new name and choose **Rename** again.
- To move a folder into another folder, drag it onto that folder. Drag it just above or below another folder to change the order instead.
- To move a process to another folder, drag it onto that folder. Drag it onto another process in the same folder to change the order.

![A folder moved into Client Operations, with its renamed process](https://okido.io/docs/screenshots/en/playbook-tree.webp)