---
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


---

# Playbooks configuration

# Playbooks configuration {#ariaid-title1}

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

Configure playbooks to organize project workflows, maintain consistency, and keep projects on track.

Define a trigger condition in Workflow Studio to use a Playbook, either by selecting an existing one or creating a Playbook.

In Project Workspace, Playbooks are triggered by record creation, record update, or both. For example, a Playbook created for projects is associated with project records, and the Playbook tab appears when a project meets
the trigger condition. For more information on how to configure a playbook, see [Configuring Playbooks](https://www.servicenow.com/docs/access?context=setting-up-process-automation-designer&version=australia&pubname=australia-build-workflows&ft:locale=en-US).  
There are two pre-defined project management playbooks available in the Workflow studio:

* Project default
* Stage-gate default
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To configure playbooks, perform these tasks:

1. Navigate to Workflow Studio and select Playbooks.
2. Create and configure playbooks as per your requirement. For more information, see [Create and configure playbooks](https://www.servicenow.com/docs/access?context=setting-up-process-automation-designer&version=australia&pubname=australia-build-workflows&ft:locale=en-US).
3. Activate one of the two pre-defined playbooks for the Project Workspace and define an appropriate trigger condition. For more information, see [Activate Playbooks](https://www.servicenow.com/docs/access?context=activate-process-automation-designer&version=australia&pubname=australia-build-workflows&ft:locale=en-US) and [Triggers](https://www.servicenow.com/docs/access?context=process-automation-designer-triggers&version=australia&pubname=australia-build-workflows&ft:locale=en-US).
{#configure-playbooks-pw__ol_fkc_kvg_zgc}

Multiple playbooks can be enabled at a time, and the trigger should be defined in such a way that each project is mapped to only one type of playbook. To activate a playbook, see [Activate Playbooks](https://www.servicenow.com/docs/access?context=activate-process-automation-designer&version=australia&pubname=australia-build-workflows&ft:locale=en-US).  
Note:  
When a project template is applied or project is created from a demand, the project information is automatically copied into the project record and reflected in the Playbook.
**Related concepts**   

* [Playbooks in Project Workspace](https://www.servicenow.com/docs/DSywL~~KWZ4N9PpXtMMJew "Organize and guide project teams with Playbooks to maintain consistency, streamline projects, and keep work on track.")  
**Related tasks**   

* [Use Playbooks in Project Workspace](https://www.servicenow.com/docs/XiROBb3UlXXtinDuyivMPA "Plan your project stages and assign specific actions to each stage using Playbooks.")  
**Related topics**   

* [Building Playbooks](https://www.servicenow.com/docs/access?context=building-a-process&version=australia&pubname=australia-build-workflows&ft:locale=en-US)
* [Designing Playbook Experience](https://www.servicenow.com/docs/access?context=playbook-experience-admins&version=australia&pubname=australia-build-workflows&ft:locale=en-US)