---
sourceDocument: Xanadu Customer Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/customer-service-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Playbooks for Portals

# Playbooks for Portals {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

With Customer Service Management (CSM) playbooks on service portals, you get the step-by-step guidance for the case flow process and the contextual information that you need to successfully complete each stage of the flow and its
associated activities.

Guided intake with playbooks makes it effortless to fill out a form or provide information for a case. Playbooks offer a clear roadmap that indicates your progress in the submission process and the remaining steps that you need
to complete. If needed, you can navigate back to a previous step. You're also presented with the options and input controls that enable you to quickly and accurately input information. Additionally, you can save an application
or form that is not yet ready for submission and resume work on it later.

## Get started {#playbooks-for-portals__section_ucx_2fv_xzb}

Select any of the tiles to learn how to activate and use a playbook.

|-|-|-|
| [Activate Playbooks for PortalsLearn how to activate Playbooks for Portals.](https://servicenow-prod.fluidtopics.net/wGJMDLXlDKr8Cha2ZfA5kg#activate-playbooks-for-portals "Set up Playbooks for Portals to provide end users with the playbook experience on your service portal.") | [Use Playbooks for PortalsUse the playbook to successfully complete all the required stages and activities with step-by-step guidance.](https://servicenow-prod.fluidtopics.net/6IiOHGFbzTp20WxNVTYqmQ "Whether you're a customer service agent or a customer, you can use Customer Service Management (CSM) playbooks on service portals to complete the tasks and activities that you need to resolve your cases.") | [Enable a reflow for new UI Builder pagesAdjust the properties of components when resizing a window or utilizing a browser's zoom feature](https://servicenow-prod.fluidtopics.net/5e2rGRfvU3ZqU~o40OnJgA "Enable a reflow for your UI Builder pages. This way, when you’re resizing a window, you don't have to scroll horizontally.") |
[ ]

{#playbooks-for-portals__table_iwv_lpv_klb}

## Request apps on the Store {#playbooks-for-portals__section_kd2_q4z_yzb}

Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the [ServiceNow Store version history release notes](https://www.servicenow.com/docs/bundle/store-release-notes/page/release-notes/store/sn-store-release-notes.html).{#playbooks-for-portals__inline-send-to-store}