Journey Playbooks Home Page
- Ben Clark
Here you can view the Journey Playbooks available, choose one to edit or create a new one.
Quick Access
Your most recently used Journey Playbooks show across the top of the home page.
Journey Playbooks Grid
Each row provides:
Journey Playbook name
Classification: Use Classification to separate your Playbooks into functional groups
State: Current state of the steps within the playbook - live, to do or proposed
Satisfaction level: Shows an ordered list of the satisfaction levels attained by the steps in the Journey
Milestones: Number of milestones in the Journey Playbook
Steps: Number of steps in the Journey Playbook
Finding your Journey Playbook
You can search for the Journey Playbook name at the top right or use the classification filter to the left to only show the Journey Playbooks that match a specific classification.
Adding a Journey Playbooks
Click on the orange plus icon on the right. This will open a new Journey Playbook.
Opening, Editing, Copying and Deleting a Journey Playbooks
Double click on the Journey Playbook tile or row of interest and the Playbook will open.
Right click on the row or tile and a popup will appear providing three options:
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 the Playbook in a tab
Copy: Copies the selected Journey Playbook
Delete: Allows deletion of the Journey Playbook after confirmation