Playbooks
What it is
Section titled “What it is”Playbooks are reusable delivery processes that codify how work should be performed. Each playbook contains ordered steps, and instances track the execution of a playbook against a specific scope. Playbooks support draft, published, and archived lifecycle states.
Why it matters
Section titled “Why it matters”Repeatable processes reduce errors and onboarding time. Playbooks capture institutional knowledge about how to run a migration, execute a sprint, or perform a quality review — so every engagement follows proven patterns.
Key concepts
Section titled “Key concepts”- Playbook card:
PlaybookCardshows name, description, step count, and status badge - Playbook detail page: Full view with all steps, instances, and metadata
- Step editor:
StepEditorprovides a rich editor for defining ordered playbook steps - Instance card:
InstanceCardtracks playbook execution instances with progress - Status filter: Filter playbooks by
draft,published,archived - New playbook page:
NewPlaybookPageguides creation of a new playbook with steps
How to use it
Section titled “How to use it”- Navigate to [Program] > Playbooks.
- View the playbook list filtered by status (All, Draft, Published, Archived).
- Click Create Playbook to define a new playbook.
- Add steps using the step editor — define the action, expected output, and dependencies.
- Publish the playbook when it is ready for use.
- Create instances to track execution of the playbook against specific work.
- Monitor instance progress through the instance cards.
Data model
Section titled “Data model”This feature uses the following tables:
playbooks— Playbook definitions with name, description, steps, and statusplaybookInstances— Execution instances tracking progress through playbook steps