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Tasks in Playbook

This article will explain how to create a new Task in the Playbook Plan.

  • Playbook allows Tasks to be created within Packages and Subpackages.

  • Tasks can only be created at the lowest level of the hierarchy.

  • If a Package does not contain Subpackages, Tasks can be created directly within the Package.

  • If a Package contains Subpackages, Tasks can only be created within the Subpackages and cannot be created against the main Package.

How Do I Create a New Task?

NOTE: The following instructions assume that a Playbook Plan, including Packages and Subpackages, has already been created. For information, see How Do I Create a New Plan?

  1. Open the Playbook Plan.

  1. Create the Task:

    • Within a Package:

      • Click the three-dot menu in the Package cell.

      • Click Create Task.

    • Within a Subpackage:

      • Click the downward arrow within the Package cell to open the Subpackage.

      • Click the three-dot menu (top-right).

      • Click Create Task.

  2. In the Create New Task panel, fill in the required fields:

    • Basic Details (mandatory)

    • Forms (optional)

    • Files (optional)

    • Acceptance Criteria (optional)

    • Guidance (optional)

    • Example (optional)

  3. Click Done (bottom-right) to create the Task.

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