Playbook designer

Use the Playbook designer feature to manage and graphically design playbooks.

The Playbook designer consists of:
  • Library to access customizations, such as tasks, functions, and scripts, and decision points. The library does not provide access to rules and workflows since those capabilities are embedded.
  • Canvas and graphic tools with a flowchart capability for designing playbooks.
  • Panels for each node and decision point that provide information and ability to customize the nodes.

The Playbook manager displays all the playbooks and their status. The Playbooks page is the initial page that is shown when you click Playbooks in the menu bar. You can create or edit playbooks.

For each incident, there is a Playbook progress link to show the status of the playbook instance for this incident.

To create and manage playbooks, see Build and manage playbooks.