Add a PlayBook

To add a new PlayBook, click on the Create a Playbook tile from the dashboard.

The Create PlayBooks window will prompt you to enter the PlayBook details.

  • Title - Enter the title of your PlayBook.
  • Industries - You can click on the Select drop-down and start typing to search, or scroll through the list, and select the appropriate industry for your PlayBook. This is optional, however, it can help to find relevant PlayBooks. You can select multiple industries.
  • Tags - You can click on the Select drop-down and start typing to search, or scroll through the list, and select the appropriate tags for your PlayBook. The tag highlights the business function or subject matter covered in the PlayBook. This is optional, however, it can help to search for a relevant PlayBook.

Once you have filled in all details, click the Create button.

Now that your PlayBook is set up, you can add each Play. Click on the Create Play button.

The Create Play window will prompt you to enter the Play's details.

  • Title - Enter the Title of the Play.
  • Talking Points - Enter the information for your reader. You can add additional talking points by clicking on + Add another talking point. For ease of use, we recommend each talking point remain short and easy to digest.

Once you have filled in all details, click the Create button. This will take you back to the PlayBook where you can see the Play.

Click on the Play to see what it looks like in-situ.

Edit Play & PlayBook

You can edit the Play or PlayBook by clicking on the relevant pencil icon.

See more...

Add a PlayBook to your Meeting

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