Mattermost Playbook Demo
An example of an "Onboarding" Playbook in Mattermost
Video Demonstration
Timestamps
- What are playbooks?: 0:00 - 1:13
- Basics of building a playbook: 1:14 - 2:24
- Building an outline: 2:25 - 7:30
- Features of a playbook run: 7:31 - 10:49
- Finishing a Run and viewing statistics: 10:49 - 11:24
How to use Playbooks in Mattermost
- In the top-left corner of Mattermost, click the "Menu Grid" button and navigate to "Playbooks".
- You can choose from existing Playbook templates listed or create a new Playbook by clicking the button in the top-right.
- NOTE: Existing templates can be helpful to new users as guidance for building your own Playbook.
- When creating a new Playbook, give it a name and select a template if desired.
- On the "Outline" page you can build and customize a Playbook to fit the intended task(s).
- Fill out a "Summary" of the playbook to provide context or functionality information.
- Configure Status Update frequency and the channel the updates should post to, if any.
- Populate "Tasks" with required activities to be tracked for this Playbook.
- NOTE: Playbooks can be run multiple times by different users. It is advisable to make tasks in a variable or generic format.
- "Tasks" may be assigned users, "slash" commands, time contraints, and actions.
- Configure "Retrospective" options to allow Playbook users to provide feedback.
- Configure "Actions" for the Playbook.
- Run Channel (existing or new, private or public)
- Participants (ie: new employee, manager, pairing employee, etc.)
- Owner
- Participant "Join"/"Leave" behavior
- Done
NOTE: Playbooks may be initiated from the "Menu Grid" > "Playbooks" interface or from the "Playbooks" menu in the top-right of the "Channels" pane, below the user icon.