The Dashboard tab is the first screen you'll see in PlayBooks and can be accessed from anywhere in the system.

This screen shows the tiles for the main functions:

  • Upcoming meetings

  • Outstanding Action points

  • Playbooks content

    • Popular playbooks - recently added to a meeting

    • Newly added playbooks - recently added to the public playbooks library

As well as buttons to key functions:

  • Plan a meeting

    • Start creating a new meeting

  • Create a Playbooks

    • Start creating a new playbook

See more...
Add a PlayBook & Play

Add & Edit Meeting

Add & Edit Clients

Did this answer your question?