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

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Use Playbooks in Project workspace

# Use Playbooks in Project workspace {#ariaid-title1}

* Release version: Yokohama
* 
* Updated October 8, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

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

## Before you begin

Role required: admin or project_manager

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

## About this task

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.

## Procedure

1. Navigate to WorkspacesProject Workspace and [Create a project](https://www.servicenow.com/docs/2_Ki73d~rHz4Y1YARhcxZw "Use Project Workspace to create a project and start planning for your project tasks.").
2. To use an existing playbook or create a playbook, follow these steps:
   * To create a new playbook, you can define the trigger condition in Workflow Studio. For more information, see [Triggers](https://www.servicenow.com/docs/access?context=process-automation-designer-triggers&version=yokohama&pubname=yokohama-build-workflows&ft:locale=en-US).
   * To use an existing playbook:
     1. Select Playbooks from the menu.
     2. Select Mark complete, or Skip, or Save for each stage.

     {#use-playbooks-pw__ol_u45_1tr_bhc}  
     Note:  
     You can select Save to save the stage or Skip to skip the stage and move to next stage. When you select Mark Complete or
     Skip, the activity becomes read-only. Once all activities in a stage are completed or skipped, the stage is marked complete. Use the Restart option (available at both activity and
     stage levels) to revisit or edit completed or skipped activities.

   {#use-playbooks-pw__choices_rkk_zmm_bhc}  
   For more information on how to use playbooks, see [Building playbooks](https://www.servicenow.com/docs/access?context=building-a-process&version=yokohama&pubname=yokohama-build-workflows&ft:locale=en-US) and [Designing playbooks](https://www.servicenow.com/docs/access?context=playbook-experience-admins&version=yokohama&pubname=yokohama-build-workflows&ft:locale=en-US).
**Related concepts**   

* [Playbooks configuration](https://www.servicenow.com/docs/iEMDg19L0VdR6escVNjb8w "Configure playbooks to organize project workflows, maintain consistency, and keep projects on track.")
* [Playbooks in Project Workspace](https://www.servicenow.com/docs/Ce4_UZo7OfS1AfOyTYB2GQ "Organize and guide project teams with Playbooks to maintain consistency, streamline projects, and keep work on track.")  
**Related topics**   

* [Running playbooks](https://www.servicenow.com/docs/access?context=playbook-agents-and-fulfillers&version=yokohama&pubname=yokohama-build-workflows&ft:locale=en-US)
* [Playbooks across ServiceNow AI Platform®](https://www.servicenow.com/docs/access?context=integrating-with-process-automation-designer&version=yokohama&pubname=yokohama-build-workflows&ft:locale=en-US)
* [Playbooks reference](https://www.servicenow.com/docs/access?context=process-automation-designer-reference&version=yokohama&pubname=yokohama-build-workflows&ft:locale=en-US)

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