Playbooks in Project Workspace
Organize and guide project teams with Playbooks to maintain consistency, streamline projects, and keep work on track.
Playbooks overview
A Playbook provides a guided framework that helps you follow a process step by step. It shows what to do, when to do it, and where to find the tools or information required to complete each task.
Playbooks provide a structured way to manage work by guiding teams through predefined steps. You can apply a playbook to processes such as managing a project, resolving an issue, launching a product, onboarding new employees, or define key steps of a process. For more information on playbooks, see Workflow studio playbooks.
Playbook benefits
- Set up a new project using predefined stages and action items.
- Provide self-educating guidance for first-time users.
- Verify key steps such as defining objectives, assigning tasks, and tracking deliverables are completed on time.
- Support processes that require stage gating and control over each step.
- Combine with Flow Designer to set up different business logic for each playbook flow.
Types of Playbooks
- Project default
- Stage-gate default
Project default playbook is a free-form playbook where all stages and tasks are visible and accessible to the project manager. The project manager can navigate to any stage or task at any time. It serves as a standard framework playbook for managing project activities.
In a Stage-gate playbook, the stages and tasks must be completed in a linear order. Each stage must be finished before moving to the next one. The stages are visible only when all activities in the previous stage are completed or skipped. After completing a stage, project managers can still return to previous stages if needed. This playbook is commonly used in research and development projects.