Add an activity to a playbook

Add preselected optional activities to a Playbook Experience if available.

시작하기 전에

Role required: agent

이 태스크 정보

Add and complete optional playbook activities in a running playbook. This example shows how an optional activity can be added to a playbook. Playbook admins must pre-configure optional activities. You cannot insert an optional activity as the first activity in a stage or between two finished activities. Some optional activities can be added to any stage while others can only be added to a single stage. If optional activities are not configured for a playbook, no optional activities will be available.

프로시저

1. Open a playbook in workspace.
2. Select the action menu icon ().
3. Select Add Activity.
   

   주:

   Add Activity will not display if no optional activities available in this stage.
4. Select + Add activity here in the location you want to add the activity to the playbook.
   
5. Select the activity you would like to add to the playbook.
   
6. Select Done.
   The selected optional activity appears in your playbook.

결과

The selected optional activity appears in your playbook.