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

1

Open the playbook

2

Read through the steps

3

Follow instructions in order

4

Reference as needed

Reference During Work

Keep playbooks handy while working:

• Open in a separate tab

• Print for reference

• Share with team members

Creating Playbooks

New Playbook

1

Navigate to Playbooks

2

Click + New Playbook

3

Enter details

• Title — Playbook name

• Description — What this covers

• Content — Step-by-step instructions

4

Click Create

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

1

Open the playbook

2

Click Edit

3

Update content

4

Save changes

Playbook Versions

Track changes over time:

• View version history

• See who made changes

• Restore previous versions

Delete Playbooks

1

Open the playbook

2

Click Delete

3

Confirm deletion

System playbooks cannot be deleted.

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"