Add an activity to a playbook

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer
  • Add preselected optional activities to a Playbook Experience if available.

    Vorbereitungen

    Role required: agent

    Warum und wann dieser Vorgang ausgeführt wird

    Add and complete optional playbook activities in a running playbook. This example shows how an optional activity can be added to a playbook. Playbook admins must pre-configure optional activities. You cannot insert an optional activity as the first activity in a stage or between two finished activities. Some optional activities can be added to any stage while others can only be added to a single stage. If optional activities are not configured for a playbook, no optional activities will be available.

    Prozedur

    1. Open a playbook in workspace.
    2. Select the action menu icon (Playbook action menu icon).
    3. Select Add Activity.
      Add Activity button to add optional activities.
      Hinweis:
      Add Activity will not display if no optional activities available in this stage.
    4. Select + Add activity here in the location you want to add the activity to the playbook.
      Add an activity to a playbook by selecting + Add activity here.
    5. Select the activity you would like to add to the playbook.
      Add activity modal.
    6. Select Done.
      The selected optional activity appears in your playbook.

    Ergebnisse

    The selected optional activity appears in your playbook.
    Optional activities appear in the location selected.