Playbook for SaaS integrations

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：1分

    • The SaaS playbook provides step-by-step guidance for integrating an SaaS application. It takes you in a phased way through each stage of the integration process, from initiation to completion.

    The SaaS playbook includes multiple lanes that consist of:
    • A list of tasks that you must perform within a lane
    • Status indicators that display the current state of each task

    Once you mark a task as complete, you move to the next task. You can save a task at any time and return to the playbook later.

    Complete all the tasks in a lane to move to the next lane. As you keep completing tasks and lanes, the status gets reflected in the left-hand panel. Once you complete all the tasks, review the details you entered in all the lanes.