How to Customize A Playbook

Once you’ve added a playbook or gotten one started with AI – it’s time to enhance the playbook to bring it to life with your company wisdom. In PlaybookBuilder you can truly put your unique mark on your training by adding a broad range of “assets” to your playbook steps that will engage and enhance your learner’s experience.

Let’s go.

Step One: Edit a Step

To the right of each step name is a pencil icon to edit it. Click there to get started.

Screenshot

Step Two: Edit Step Name and the Text

Each step has a text field that allows you to write or paste content into.

Rule of thumb: Don’t go over two paragraphs of text unless you really have to. Short text is easier for the learner and if you need to put a LOT of text into this step consider attaching it as a PDF.

Step 3: Add Assets to Steps

Now we’re at the fun part. To enhance the learner’s experience you can add several different types of asset to each step.

  1. Multiple files
  2. Multiple videos
  3. Qr Codes
  4. Links to outside websites
  5. Quiz/Surveys
  6. Task Lists

Watch

There are a range of “assets” to add to steps to bring them to life. Text, images, videos, QR Codes, quizzes, checklists, and more. Please take a look at the CONTENT MANAGEMENT section to learn how.