--- title: "Playbook Activity Manager" slug: "playbook-activity-manager" updated: 2025-07-11T16:46:31Z published: 2025-07-11T16:46:31Z canonical: "documentation.decisions.com/playbook-activity-manager" --- > ## Documentation Index > Fetch the complete documentation index at: https://documentation.decisions.com/llms.txt > Use this file to discover all available pages before exploring further. # Playbook Activity Manager The Playbook Activity Manager Accelerator seamlessly creates assignments from created tasks/activities. This Accelerator comes with pre-designed features, like the **Playbook Manager View Dashboard**. This Dashboard houses the **Playbook Teams** Page that displays a Report of all created Playbook Templates associated with a specific team, and the **My Open Activities** Dashboard displays a list of activities assigned to the current User. There are various User Actions available to assist in configuring Playbook Teams. Each Playbook Template includes a subfolder or **Playbook Main Page** view that displays the connection to a Playbook template and associated activities. Within a Playbook, Users can select **Add Playbook to Team** and **Edit or Delete Playbook Teams(s).** The Playbook Activity Manager provides a responsive, fully designed platform that facilitates activity and Team Management for a variety of use cases. --- ## Key Features - Template Creator with multiple activities available for each template. - User Actions to create, update, and delete Playbooks. - Response Dashboards to configure and organize created Playbooks. --- ## Considerations - Users should have the [Error Handling Accelerator](https://documentation.decisions.com/projects/docs/error-handling) installed before utilizing this Accelerator. - Install the **Error Handling** project from the App Store (**My Apps Folder,** in v8, or under Projects in v9) prior to using the **Playbook Activity Manager**. --- ## Playbook Manager View Dashboard There are two Pages on the **Playbook Manager View** Dashboard: the **Playbook Teams** Page and the **My Open Activities** Page. ### Playbook Teams Page This page is comprised of two Reports with a parent-child relationship. The first Report, titled "**All Playbook Teams**," displays a comprehensive list of all created **Playbook Teams**. The second Report is designed to showcase **Playbook Templates** associated with the selected team, providing a more detailed perspective. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/c5c5f907-04b1-4631-b04f-babceb55afd0.png) ### My Open Activities This Page displays a list of activities that are assigned to the current User. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-03-17_09h41_35.png) --- ## How to Use Playbook Activity Manager Creating a Playbook Team - **Create Playbook Team User Action**: This action facilitates the creation of a Playbook Team and requires the input of a **Team Name** and **Owner Email Address**. Once the team is successfully created, Users will receive a confirmation notification.![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/Screenshot%202024-07-10%20134744.jpg) Playbook Templates - Within each Playbook Template, there is a subfolder view (**Playbook Main Page)** that displays two additional Reports. These Reports maintain a parent-child relationship, illustrating the connection between the Playbook Template and the activities associated with each template. An example of "**Employee Onboarding**" is given below. This page also displays the **Launched Playbook Count** and **Open Assignments by Assignee** Reports. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/Screenshot%202024-07-10%20134821.png) Adding/Editing/Deleting a Playbook Team - **Add Playbook to Team:** This action is used to add a **Playbook Template** to a team. - **Edit/Delete:** Helps in editing and deleting a **Playbook Team**. - Multiple Templates can also be deleted upon group selection. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/Screenshot%202024-07-10%20134902.png) Adding Activities to a Playbook - **Add Activity to Playbook:** This action facilitates adding an **Activity** to the respective **Playbook Template**. Users need to fill in the fields shown in the picture, with "**State After Completion**" being optional. - Additionally, Users can choose the activity type from options such as **Simple Text Entry, Checklist, File Upload, Multi-Select Dropdown,** and **Contact Info**. Each activity type entails different tasks based on the selection.  ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2024-07-10_13h50_31.png) Playbook User Actions - **Copy Template:** This User Action assists with copying the existing Playbook Templates along with associated Activities. - **Launch This Playbook:** This User Action will be used to launch a Playbook**.** Launched **Playbooks** can be viewed from the **Launched Playbooks** Page. Assignments will be delivered to respective Users after this action is completed. - **Delete Playbook:** This User Action is used to delete one or more Playbook Templates**.** - Note: This will delete all Activities associated with the Playbook Template**. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2024-07-10_13h51_13.png)** - Similarly, each Activity will have two actions, **Edit Activity** and **Delete/Remove Activity.** These actions assist with updating and deleting the desired Activity**.** ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2024-07-10_13h51_36.png) - Playbooks will only be launched after clicking the **Launch This Playbook** User action. Once this action is completed, each Activity will be assigned to the respective User, and task details will be displayed on the **Launched Playbooks** Page.