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Write it down once, for the whole team.

Playbooks are your team's shared pages, like how to quote a job or what to do on a rain day, and anyone can make them better.

An example playbook called Rain day policy, shared with the whole team, with who edited it last, when to call off a day, and a checklist for telling the customer.

One place for how you do things.

Every page your team relies on, in one list anyone can search.

An example list of a team's playbooks with a search box, two pinned, each with who edited it last.

Anyone can make it better.

Everyone can edit, so whoever spots a gap fixes it, and the page shows who changed it last.

An example of a playbook improved by a teammate: a new step added to the end-of-job list, with the page showing who edited it last.

Look back at any version.

Version history keeps the last 50 versions, and any one of them can be restored.

An example version history: three earlier versions with who saved each one and when, and a button to restore one of them.

The important ones, up front.

Pin a playbook to Home and it's one of the first things your team sees.

An example of the Playbooks card on the team's Home page, with the pinned playbooks first.

What Playbooks does

Built for the pages a team keeps coming back to.

  • A real editorHeadings, checklists, images and links, the same editor as Notes.
  • Copy linkSend a teammate straight to the right page.
  • Start from a noteShare a note with the team and a copy becomes a playbook.
  • SearchFind the page you need in a few keystrokes.
  • Who can remove itOnly the person who wrote it, or an admin, can delete or pin it.
  • Deleted, not goneA deleted playbook waits 30 days, and anyone can restore it.

Before you start

Who can edit a playbook?

Anyone on your team. Only the person who wrote it, or an admin, can delete or pin it.

What if someone changes it by mistake?

Open the version history and restore an earlier version. The last 50 are kept.

Can I start from a note?

Yes. Share a note with the team and a copy becomes a playbook, while your note stays yours.

Where does my team see them?

In Playbooks, shared with everyone, and the pinned ones on Home.

What does it cost?

The Core Workspace is free for life on workspaces claimed while this promotion is open. The apps you add on top are priced per workspace, not per person, so every one covers your whole team.

Put what you know where the team can find it.

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