---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/pt-BR/it-business-management

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Use Playbooks in Project Workspace

# Use Playbooks in Project Workspace {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 min. de leitura

Plan your project stages and assign specific actions to each stage using Playbooks.

## Antes de Iniciar

Role required: admin or project_manager

As a system administrator, ensure that a playbook is activate or created
before use.

## Por Que e Quando Desempenhar Esta Tarefa

A playbook defines the standard stages of a project (for example, Initiation, Planning, Execution, Monitoring, and Closure) and includes activities or action items to complete at each stage.

There are two playbooks for Project Workspace. This task topic follows the Project default playbook. It's a PMBOK standard playbook comprising five stages: Initiation, Planning, Execution, Monitoring and Delivering, and Closure. Each
stage consists of activities, action items, or steps that guide the project manager in successfully completing the project.

You can view the Playbook menu only if a playbook is active and the project matches the trigger condition defined for that playbook. The playbook is displayed only when the project meets the defined
trigger conditions. Two playbooks are available in Workflow Studio for Project Workspace.

## Procedimento

1. Navigate to WorkspacesProject Workspace and [Create a project](https://servicenow-prod.fluidtopics.net/gemSn4_GEizNMg4vIfrzzw "Use Project Workspace to create a project and start planning for your project tasks.").
2. Use an existing playbook or create a new one.
   * To create a new playbook, define the trigger condition in Workflow Studio. For more information, see [Triggers](https://www.servicenow.com/docs/access?context=process-automation-designer-triggers&version=australia&pubname=australia-build-workflows&ft:locale=en-US).
   * To use an existing playbook:
     1. From the menu, select Playbooks.
     2. For each stage, select Mark complete, or Skip, or Save.

     {#use-playbooks-pw__ol_u45_1tr_bhc}  
     Nota:  
     * Select Save to save the stage, or Skip to skip the stage.
     * When you select Mark Complete or Skip, the activity becomes read-only.
     * A stage is marked complete once all activities within it are either completed or skipped.
     * Use the Restart option (available at both the activity and stage levels) to revisit or edit completed or skipped activities.
     {#use-playbooks-pw__ul_xmp_kvc_nhc}

   {#use-playbooks-pw__choices_rkk_zmm_bhc}  
   For more information on how to use playbooks, see [Building Playbooks](https://www.servicenow.com/docs/access?context=building-a-process&version=australia&pubname=australia-build-workflows&ft:locale=en-US) and [Designing Playbook Experience](https://www.servicenow.com/docs/access?context=playbook-experience-admins&version=australia&pubname=australia-build-workflows&ft:locale=en-US).
**Conceitos relacionados**   

* [Playbooks configuration](https://servicenow-prod.fluidtopics.net/m9ILzsdbWL9sF~Sqy67oJw "Configure playbooks to organize project workflows, maintain consistency, and keep projects on track.")
* [Playbooks in Project Workspace](https://servicenow-prod.fluidtopics.net/Yy_ywBlLbOWO59Z1sn_rIg "Organize and guide project teams with Playbooks to maintain consistency, streamline projects, and keep work on track.")  
**Tópicos relacionados**   

* [Running Playbooks](https://www.servicenow.com/docs/access?context=playbook-agents-and-fulfillers&version=australia&pubname=australia-build-workflows&ft:locale=en-US)
* [Playbooks reference](https://www.servicenow.com/docs/access?context=process-automation-designer-reference&version=australia&pubname=australia-build-workflows&ft:locale=en-US)