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Each row provides:

  • Journey Playbooks Playbook name

  • Classification: Use Classification to separate your Playbooks into functional groups

  • State Live: Current state of the steps within the playbook - live, to do or Proposedproposed

  • Satisfaction level: Shows an ordered list of the satisfaction levels attained by the Steps steps in the Journey

  • Milestones: Number of milestones in the Journey Playbook

  • Steps: Number of steps in the Journey Playbook

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Opening, Editing, Copying and Deleting a Journey Playbooks

Click Double click on the Journey Playbook tile or row of interest and the Playbook will open.

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  • Open: Opens the Journey Playbook screen allowing you to edit it. By default this opens in the same window.

  • Keyboard shortcuts on Open:

    • Click Shift and open - Opens the Playbook in a new window

    • Click Ctrl and open - opens Opens the Playbook in a new windowtab

  • Copy: Copies the selected Journey Playbook

  • Delete: Allows deletion of the Journey Playbook after confirmation