Internal play playbook
Use the internal play playbook as a starting point to define planned or unplanned activities that the customer does not have access to during the engagement lifecycle. This playbook can contain one or more internal play tasks with predefined activities.
The internal play playbook consists of three stages:
- Initiate: Create an internal play record for an engagement and enter the core information.
- Define the Action Plan: Specify the steps and tasks for this internal play.
- Review & Close: Review and close the playbook when all the internal play tasks have been completed.
For instructions on how to create the internal play playbook, see Create an internal play playbook.