Setting Up Playbooks¶

A playbook must be defined before starting an incident.

Adding tasks¶

Go to Main Menu > Incident Collaboration.
Select Playbooks.
Start a Blank Playbook, or use the built-in Incident Collaboration Playbook as a template.
Name your playbook and provide a description.
Select the Tasks tab.
Within the Tasks tab, customize the checklists and tasks:

Create and name new tasks to capture actions your team should take to resolve the incident.

Create new checklists to group tasks meant to be completed together.

Drag and drop to reorganize checklists and tasks.

Optionally add task descriptions to give additional context to members of the incident channel. Descriptions support a limited form of Markdown, including text styling and hyperlinks.

Optionally add a slash command to the task that can be executed by members of the incident channel as needed.

Setting preferences¶

Select the Preferences tab.
Within the Preferences tab, customize how status updates are communicated:

Optionally configure a broadcast channel to which status updates will be copied. If you are not a member of the configured broadcast channel, Unknown Channel is displayed instead of the channel name.

Optionally configure the default reminder timer used to prompt for regular updates. The reminder timer may be changed when a status update is written.

Optionally configure a template to use for the first status update. Subsequent status updates will start with the text of the most recent update.

Setting automation¶

Select the Automation tab.
Within the Automation tab, customize automatically triggered tasks:

Optionally enable the Invite members toggle and select a set of members. This set of members are automatically invited to the incident channel when the incident starts.

Optionally enable the Assign commander toggle and select a member. This member is automatically assigned as commander of the incident when the incident starts.

Optionally enable the Announce it in another channel toggle and select a channel. When the incident is started, an announcement is made in the selected channel.

Optionally enable the Send a webhook toggle and enter the webhook you want to use.

On the right-hand side of the screen, configure the permissions:

Decide whether the automatically-created incident channel should be Public or Private within the team.

Share this playbook with other members of the team to allow them to use the playbook to start an incident, as well as edit the playbook.

Editing a playbook¶

You can change a playbook’s configuration at any time, but changes will only be applied to future incidents. Ongoing or ended incidents previously started from that playbook remain unchanged.

Go to Main Menu > Incident Collaboration.
Select Playbooks.
Find the playbook to be edited.

Only playbooks of which you are a member are listed. System Admins have unrestricted access to all playbooks on the team.

Select the name of the playbook, or select the Actions menu next to the playbook name, then select Edit.
Configure the playbook the same way a playbook is created or edited.