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
Open the playbook
Read through the steps
Follow instructions in order
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
Navigate to Playbooks
Click + New Playbook
Enter details:
Title - Playbook name
Description - What this covers
Content - Step-by-step instructions
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
Open the playbook
Click Edit
Update content
Save changes
Playbook Versions
Track changes over time:
View version history
See who made changes
Restore previous versions
Delete Playbooks
Open the playbook
Click Delete
Confirm deletion
Note: 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"