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Playbooks

The Playbook Library is the dashboard’s internal checklist library. It helps users run repeatable delivery processes without leaving the product.

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Who can use this area

Any authenticated dashboard user can view the playbook library. Creating or editing playbooks is more restrictive:

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What you can do on the playbooks page

Use the page to:
  • review playbook summaries and audiences
  • open phase-by-phase checklists
  • jump to relevant dashboard routes from the playbook sidebar
  • create or edit playbooks if you have access
The Relevant Routes panel only shows dashboard routes. It filters out administration routes and falls back to a no-routes empty state when a playbook has no dashboard-only links configured. Current playbooks focus on:
  • engagement kickoff
  • evidence to findings
  • report release and QA
  • /dashboard/playbooks
  • /dashboard/playbooks/new
  • /dashboard/playbooks/[playbookId]/edit