Designing in Playbook Studio
Goals and the G hotkey
Pin a goal sticky to any session — and the keyboard shortcut that makes it instant.
A goal captures what success looks like for a session.
Goals appear above session cards on the canvas, making it easy to understand the purpose of a playbook at a glance. Instead of reading every agenda, you can scan the goals and immediately see the outcomes each session is designed to achieve.
What is a goal?
An outcome
A short statement describing what the session should achieve.
A visual reminder
Displayed above the session so the purpose remains visible while designing the playbook.
One per session
Each session can have a single goal.
Linked to Purpose
The goal and the session's Purpose field always stay in sync.
Examples:
- Align on the problem
- Prioritise the top three ideas
- Agree the delivery plan
- Finalise the launch date
Add a goal with the G key
The fastest way to create a goal:
- Select a session on the canvas.
- Press G.
- Enter the goal text.
- Press Enter.
The goal appears above the session and is ready to edit immediately.
If a session already has a goal, pressing G won't create another.
Goals and Purpose are the same thing
A goal can be edited in two places:
| Edit here | Updates here |
|---|---|
| Goal on the canvas | Purpose field in the session panel |
| Purpose field in the session panel | Goal on the canvas |
They're simply two views of the same piece of information.
This allows you to work quickly on the canvas while still having access to the same information inside the session editor.
Try designing goals before agendas. Many facilitators find it easier to define the outcome of each session first, then build the agenda around achieving that outcome.
Walkthrough
-
1
Select a session
Click a session card on the canvas.
-
2
Press G
A goal is created above the selected session.
-
3
Enter the outcome
Keep it short and outcome-focused.
-
4
Check the sync
Open the session panel and confirm the Purpose field matches the goal.
Tips
Goals describe outcomes, not activities. "Agree the roadmap" is usually better than "Roadmap workshop".
Keep them short. If a goal takes multiple sentences to explain, it's probably too broad.
The G shortcut only works when the canvas has focus. If you're typing in a form field, click back onto the canvas first.