# Playbooks

## Playbooks

Playbooks are step-by-step guides and procedures for common processes and workflows.

### What are Playbooks?

Playbooks provide:

* Documented procedures
* Step-by-step instructions
* Best practice guides
* Standard operating procedures

Unlike blueprints (which are project templates), playbooks are instructional guides.

### Types of Playbooks

#### System Playbooks

Pre-built guides provided by Kaana:

* Common business processes
* Best practice procedures
* Getting started guides

#### My Playbooks

Playbooks you create:

* Custom procedures for your team
* Organization-specific guides
* Lessons learned documentation

### Viewing Playbooks

#### Playbook Library

Navigate to **Playbooks** to browse available guides.

Filter by:

* **System Playbooks** — Provided by Kaana
* **My Playbooks** — Created by you

#### Playbook Content

Open a playbook to see:

* Title and description
* Step-by-step instructions
* Related resources
* Version information

### Using Playbooks

#### Follow a Playbook

{% stepper %}
{% step %}

### Open the playbook

{% endstep %}

{% step %}

### Read through the steps

{% endstep %}

{% step %}

### Follow instructions in order

{% endstep %}

{% step %}

### Reference as needed

{% endstep %}
{% endstepper %}

#### Reference During Work

Keep playbooks handy while working:

* Open in a separate tab
* Print for reference
* Share with team members

### Creating Playbooks

#### New Playbook

{% stepper %}
{% step %}

### Navigate to Playbooks

{% endstep %}

{% step %}

### Click **+ New Playbook**

{% endstep %}

{% step %}

### Enter details

* **Title** — Playbook name
* **Description** — What this covers
* **Content** — Step-by-step instructions
  {% endstep %}

{% step %}

### Click **Create**

{% endstep %}
{% endstepper %}

#### Content Structure

Organize playbook content with:

* Numbered steps
* Section headings
* Bullet points
* Notes and tips

#### Rich Formatting

Playbooks support:

* Bold and italic text
* Headings and subheadings
* Lists (numbered and bulleted)
* Links to resources

### Managing Playbooks

#### Edit Playbooks

{% stepper %}
{% step %}

### Open the playbook

{% endstep %}

{% step %}

### Click **Edit**

{% endstep %}

{% step %}

### Update content

{% endstep %}

{% step %}

### Save changes

{% endstep %}
{% endstepper %}

#### Playbook Versions

Track changes over time:

* View version history
* See who made changes
* Restore previous versions

#### Delete Playbooks

{% stepper %}
{% step %}

### Open the playbook

{% endstep %}

{% step %}

### Click **Delete**

{% endstep %}

{% step %}

### Confirm deletion

{% endstep %}
{% endstepper %}

{% hint style="warning" %}
System playbooks cannot be deleted.
{% endhint %}

### Sharing Playbooks

Playbooks are visible to your organization:

* Team members can view
* Admins can edit
* Share links to specific playbooks

### Best Practices

#### Writing Playbooks

* Use clear, simple language
* Number all steps
* Include all necessary details
* Add screenshots if helpful

#### Organizing Content

* Start with an overview
* Group related steps
* Use consistent formatting
* End with next steps or cleanup

#### Maintaining Playbooks

* Review regularly for accuracy
* Update when processes change
* Archive obsolete playbooks
* Gather feedback from users

#### Playbook Naming

* Use action-oriented titles
* Be specific about the process
* Include scope or context
* Example: "New Client Onboarding Process"