You’ve asked us how you can organize your Playbooks and we’ve been listening. This tutorial will show you how you can set up and organize your Playbooks.
Step One: Click ALL PLAYBOOKS to get started
Step Two: Click on NAVIGATION MANAGER
You’ll see the Playbooks that are in your account listed here.
Step Three: Click on NEW to create a new Topic
Name your new Group and drag Playbooks to it. Once the icon on the Playbook shifts from a red “x” to a green checkmark the Playbook is placed. Hit SAVE and then your logo to reset the Playbook dropdown menu.
