Standardizing a workflow often takes less than two minutes. A Task Playbook is a "master recipe" that you can use over and over again so you never have to manually build a task list from scratch.
Pre-Flight Checklist
Before you click "Create," make sure you have these three things ready:
A Clear Title: Use an action-oriented name (e.g., “New Employee Spotlight” or “Monthly Newsletter Video”).
A Category: Decide where this fits (Social Media, Podcast, Testimonial, or General).
The Step List: Write down the 5–7 subtasks required to finish the project.
How to Build It
Navigate to Playbooks: Click your Profile Menu in the top right and select Task Playbooks.
Define the Basics: Click Create Task Playbook. Give it a title, choose your category, and set a default priority (e.g., Medium).
Set Your Timeline (Offsets): * Start Date Offset: How many days after creation should work begin? (0 = immediately).
Due Date Offset: How many total days does the team have to finish?
Add Subtasks: Type your first step in the "Subtasks" field and hit enter. Repeat until your workflow is complete.
Save & Activate: Ensure the toggle is set to Active and hit Save.
Pro-Tip: Start small! Your first playbook doesn't need 20 steps. Start with the "big 5" requirements for any project and refine it later. Remember, the playbook isn't set in stone. You can always adjust the subtasks in real time, and you can always edit the playbook to refine the process for next time!