Use an existing playbook from your Org repository you have access to or search for a playbook in the Playbook Catalog. Customize an existing playbook, or create a new playbook based on your use case.
Open the → → page to find an existing playbook, customize it, or create a playbook.
From the list of playbooks in your Org repository, right-click the playbook you want to edit and select Open in Editor. Depending on your access level, you can also duplicate, share, change owner, disable, download, or delete the playbook.
When you adopt a playbook, it is locked and you can only make limited changes to the playbook settings from the Playbook Starts task.
When you adopt a playbook, tasks and sub-playbooks that require configuration appear with an red triangle and an exclamation mark, enabling you to locate and configure all necessary components.
Note
When a task inside of a sub-playbook is not configured, the alert is propagated to the main playbook. If multiple sub-playbooks are nested, and any of the sub-playbooks have non-configured components, the alert appears in the main playbook as well as in the sub-playbooks. Alerts also appear for the individual non-configured tasks within the sub-playbooks.
To reduce visual noise, you can dismiss certain alerts for unnecessary non-configured components such as sub-playbooks, scripts, and commands. You can dismiss an alert only if leaving the component in its non-configured state will not lead to a playbook error. For example, if the task must execute for the playbook to proceed, you cannot dismiss the alert.
When you click on the red triangle, you have the option to Dismiss Alert. After an alert is dismissed, the triangle is grey. Clicking on the grey triangle gives you the option to Mark as alert and revert to the red triangle. Alerts can be dismissed in both system and custom playbooks, and you do not need to duplicate a system playbook to dismiss an alert.
For full editing capabilities, right-click and select Open in Editor or Duplicate, which creates a copy of the playbook to edit, for example for a system playbook.
You can then configure the playbook settings or add AI prompts, scripts, sub-playbooks, or tasks from the Task Library.
Tip
To open multiple playbooks at the same time, edit the first playbook and then click New next to the playbook name to create a new tab. You can either create a new playbook, or add an existing one.
You can view recently modified or deleted playbooks by clicking version history for all playbooks
.
Collapse and expand playbook sections
You can easily navigate playbooks and focus on the parts you need to work on by collapsing and expanding playbook sections. Collapsing sections provides a condensed view of the playbook flow, reducing visual clutter and enabling quick access to specific sections. Expanding sections allows you to view or edit specific parts of a playbook while keeping the rest of the playbook compact and maintaining focus on the relevant playbook details. You can also hover over a section header to highlight all tasks under the section and easily identify the section scope.
To collapse and expand a section, in the Playbooks page, after selecting a playbook from the library or creating a new playbook and adding tasks, click 
on a section header.
When you collapse a section, you can see the number of tasks included under the section. For example:
Click 
to collapse or expand the entire playbook.
