---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/it-business-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Use Playbooks

# Use Playbook in Next Experience for Demand Management {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Use the default playbook or configure a custom one to capture required information for a demand and support governance processes.

## Before you begin

Role required: it_demand_user or it_demand_manager.

## About this task

A playbook defines the standard stages of a demand (for example, Initiation, Planning, Execution, Monitoring, and Closure) and includes activities or action items to complete at each stage.  
Note:  
This task describes how to use a playbook to manage demand information in a guided, stage-based workflow. To find out how to update demand information on the Details page of the demand record, see [Update demand details](https://www.servicenow.com/docs/_I0mJcEUCbi76p_mke4Fqg "Update the details of a demand record in Next Experience for Demand Management to reflect any changes in scope, priority, or capacity.").

## Procedure

1. Navigate to WorkspacesPortfolio Planning Workspace.
2. Select the Demands icon ![]().
3. Open a demand from the List page.
4. Select the Playbook tab.
5. Select a stage to view its activities.  
   Each activity displays its status (In Progress, Pending, or Complete) and the fields or lists to update.
6. Address the activities within each stage.
   * To mark the activity as done and move to the next activity, select Mark Complete.
   * To save your progress without completing the activity, select Save.
   * To bypass the activity and move to the next one, select Skip.
   * To revisit or edit completed or skipped activities. you have to select Restart. These states set the activity to read-only.

   Note:  
   Some stages advance the state when all activities in the stage are complete and don't require manual action.
{#use-playbooks-in-ppw__steps_mrw_jsm_g3c}
**Related concepts**   

* [Playbooks in Next Experience for Demand Management](https://www.servicenow.com/docs/FmPrYZyJxawvcy0by4Zwkw "Playbooks in Next Experience for Demand Management provide a guided, structured approach to managing a demand from initiation to completion. Playbooks focus specifically on helping demand teams follow the standard demand life cycle, verifying every demand progresses consistently and no critical steps are missed.")  
**Related topics**   

* [Running Playbooks](https://www.servicenow.com/docs/access?context=playbook-agents-and-fulfillers&version=australia&pubname=australia-build-workflows&ft:locale=en-US)
* [Playbooks reference](https://www.servicenow.com/docs/access?context=process-automation-designer-reference&version=australia&pubname=australia-build-workflows&ft:locale=en-US)

*[\>]: and then