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Using Playbooks for Project Gate Checklist

Woody77
Tera Contributor

Currently we still use excel for our Project Gate Checklist and have always been looking for a better solution.

 

Having just read the 'Playbooks in Project Workspace: Guided Project Execution', I was wondering if this could be used for Gate Checklists and if anyone has done this before?

 

I'm functional rather than technical but it stood out as a Use Case.

 

Thanks 

Steve

2 REPLIES 2

lpruit2
Kilo Sage

Greetings @Woody77. Seems like this would easy enough to create a new Playbook from scratch that is on the Project table [pm_project] and triggers on State. I'll include a screenshot below for reference. Once the trigger condition has been met, you can then create the necessary Playbook activities to match your checklist. I hope this information is helpful and always interested to hear what others have to say. 

 

lpruit2_0-1767836873682.png

 

Kartik23
ServiceNow Employee

Hi @Woody77 , yes as @lpruit2 mentioned, you can create a new playbook that matches your use case and have it displayed in the project workspace. Here are links to more detailed steps: 

https://www.servicenow.com/docs/bundle/zurich-it-business-management/page/product/project-workspace/...

https://www.servicenow.com/community/spm-articles/playbooks-in-project-workspace-guided-project-exec...

Let me know if you would like more details.