Use Playbooks in Project Workspace

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：3分

    • Plan your project stages and assign specific actions to each stage using Playbooks.

    始める前に

    Role required: admin or project_manager

    As a system administrator, ensure that a playbook is activate or created before use.

    このタスクについて

    A playbook defines the standard stages of a project (for example, Initiation, Planning, Execution, Monitoring, and Closure) and includes activities or action items to complete at each stage.

    There are two playbooks for Project Workspace. This task topic follows the Project default playbook. It’s a PMBOK standard playbook comprising five stages: Initiation, Planning, Execution, Monitoring and Delivering, and Closure. Each stage consists of activities, action items, or steps that guide the project manager in successfully completing the project.

    You can view the Playbook menu only if a playbook is active and the project matches the trigger condition defined for that playbook. The playbook is displayed only when the project meets the defined trigger conditions. Two playbooks are available in Workflow Studio for Project Workspace.

    手順

    1. Navigate to Workspaces > Project Workspace and Create a project.
    2. Use an existing playbook or create a new one.
      • To create a new playbook, define the trigger condition in Workflow Studio. For more information, see Triggers.
      • To use an existing playbook:
        1. From the menu, select Playbooks.
        2. For each stage, select Mark complete, or Skip, or Save.
        注:
        • Select Save to save the stage, or Skip to skip the stage.
        • When you select Mark Complete or Skip, the activity becomes read-only.
        • A stage is marked complete once all activities within it are either completed or skipped.
        • Use the Restart option (available at both the activity and stage levels) to revisit or edit completed or skipped activities.
      For more information on how to use playbooks, see Building Playbooks and Designing Playbook Experience.