Manish Balaji avatar
Written by Manish Balaji
Updated over a week ago

Runbooks help put your tribal knowledge into action. A lot of your technicians' know-how, tips, and tricks can be broken down into tasks and approvals and configured in With Runbooks, you will never be left wondering “How do I go about this issue?”

To create a Runbook:

  1. Navigate to Settings > Advanced Customization > Runbooks.

2. Name and describe the Runbook under the ‘Create New Runbook’ page as shown below:

3. Now, on to associating the details relating to this Runbook.

  • Approvals: Add technician(s) who would be approvers for this Runbook.

  • Task Templates: Add task(s) relating to this Runbook. You can import tasks from task template(s) or manually add tasks.

  • Reply Templates: Select the email templates that need to be associated with the Runbook.


4. Click 'Save' once you’re done.

To Edit/ Delete a runbook:

  1. Navigate to Settings > Advanced Customization > Runbooks.

  2. On the runbooks page, click the edit/delete icon to make changes to existing runbooks or delete them.

Did this answer your question?