What are Strety Playbooks
Strety Playbooks allow you to create, organize, and assign all of your company & team-specific internal documentation, including processes, policies, and stories, all in one location!
Playbooks can be assigned to anyone in your organization. Once assigned, Strety will automatically create a To Do for the assignee, and you'll be notified once they complete the Playbook. You can even attach Playbooks to roles in your Roles Chart so that they are instantly assigned to anyone newly added to the role!
Watch this video for a high-level overview of Strety Playbooks
How to Create a Company Playbook
Find Playbooks from the Company tab in the top navbar then select Create a New Playbook from the New dropdown
Give your Playbook a Title and Description and select the Folder and Type of Playbook it's meant to be, then begin creating!
Playbook Types
We've created (3) default types to categorize Playbooks
Policy - Those things everyone needs to read like Privacy Policies, Acceptable Use Policies, Incident Response Plan, and Time-Off Policies
Process - Specific processes & workflows, equally as common at the team level
Story - A catch all for information important to a) share and b) confirm receipt
Feel free to edit these defaults and/or create your own that align with your organizational needs
Playbook Folders
Folders are a way to better organize your Playbooks. We highly recommend using folders as they will make life easier for both the creators and assignees
How to Publish a Playbook
When you begin to build - or add content - to your Playbook, save yourself time & effort by copying/pasting existing information directly into the Playbook. You can also drag & drop images and files directly into them, including videos! Click Save draft to save your progress.
Once your draft has been saved, you have two options:
Publish - This means you're ready for your Playbook to be accessible by all
Edit - This allows you to continue editing the Playbook
Once you're ready for your Playbook to go live, click Publish
Linking Playbooks to Roles (from the Roles Chart)
Certain Playbooks are more directly tied to Roles rather than Teams. If you want to link a Playbook to specific roles within the Roles Chart, click Link to Role, select the Company Roles option and make your selections
From the Roles Chart you will be able to see all linked Playbooks when opening a specific role.
Note: Anyone who is added to the role in the future will automatically be assigned each Playbooks linked to the role
Assigning People to Complete a Playbook
Once a Playbook it published, it can now be assigned. To require people to complete a Playbook, assign them from the right nav pane. You have 3 options:
Current Space - Everyone in the Playbook's Primary Space will be assigned
Company Roles - Assign it to role(s) from your organization's Roles Chart and anyone assigned to those roles will be assigned
None - No explanation needed
Once a Playbook is assigned, the assignee receives To Do to complete the Playbook as well as a notification of the assignment
Email Notification Example:
When they open the To Do they'll have a direct link to access the Playbook that's been assigned
Completing a Playbook
Open the Playbook you've been assigned and review the content. Once completed, click Mark as Read and we'll notify the creator that you're up to speed
Company Playbooks vs Team Playbooks
Company Playbooks are accessible by everyone in the organization. Team Playbooks can only be viewed and assigned to members of the Team Space the Playbook belongs to
When creating a Playbook click into the Space assignment to confirm whether the Playbook is set as a Company or Team Playbook
Team Playbooks
If you'd like to create more specific Playbooks at the team level - great for processes - click Setup Tools from your Team Overview page
Find Playbooks and toggle it on
