Our platform sorts playbooks into three categories: Active, Inactive, and Draft. You have the power to switch between these statuses as needed.
How to Access Your Playbooks
First, head over to the Playbooks module on our platform. This is your starting point for managing playbook statuses.
Choosing the Right Status
Locate the 'Playbook Status' field in the module.
Click on the dropdown menu here. You'll find three options: 'Active,' 'Inactive,' and 'Draft.'
Select the status you need. This filters your playbooks to show only those in the selected status.
Example: To view playbooks you're actively using, choose 'Active' from the dropdown. This will display all playbooks currently set to Active status.
With these steps, switching between playbook statuses is straightforward and efficient.
Whether you're looking for active projects, shelved ideas, or drafts in progress, our platform's categorization system keeps your workflow organized and accessible.