Running Active Playbooks
Playbook Home tab
The dashboard for a single playbook — title, dates, journey timeline of every phase and session, and quick reads for upcoming and recently-completed work.
The Playbook Home tab is the dashboard inside a playbook — the page you land on when you open one. Where the workspace Home dashboard gives you a cross-playbook view, this is the per-playbook view: a single engagement's title, dates, journey, upcoming sessions, and recent completions, all in one scan.
Most of what you do day-to-day on a running playbook starts here.
What's on the tab
Five regions, top to bottom:
Editable header
The playbook title and description, both editable inline. Click to edit; saves on blur.
Start / end dates
The engagement window. Set them with the date pickers; Gleo uses them throughout (timeline scaling, "ending soon" surfacing, etc.).
Closed-playbook banner
Only visible if the playbook is Completed or Cancelled. Carries a Reopen action so you can bring it back to active without leaving the tab.
Playbook Journey Timeline
A horizontal strip of every phase and session in the playbook, coloured by stage. Click a session to jump straight to its planner.
Plus two grids further down:
| Grid | What it shows |
|---|---|
| Upcoming Sessions | The next few sessions scheduled in this playbook, with a "See All" link to the Sessions tab. |
| Recently Completed | The sessions that have just wrapped, useful for retrospective reads. Same "See All" link. |
The Playbook Journey Timeline
The Journey Timeline is the heart of this tab — a single visual that shows the whole engagement at a glance. Phases run left-to-right; sessions sit inside their phase; each session is coloured by its stage.
The colour key (consistent across the workspace):
| Stage | Colour | Meaning |
|---|---|---|
| Draft | Neutral | Session exists; prep / agenda not yet built. |
| Scheduled | Soft accent | Session has a date / time but isn't published. |
| Published | Strong accent | Session is live; participants have access. |
| Completed | Muted | Session has passed and was marked completed. |
The fastest way to spot what's unprepared is the timeline. A row of "Draft" coloured sessions immediately ahead of "Published" ones tells you exactly where to focus this week. You don't need to scroll the Sessions tab; the timeline tells you the story in one look.
Click any session in the timeline to jump straight to its planner.
Editing inline
Most of the playbook header is editable in place — no separate edit modal:
- Title — click the title text. Type. Press Enter or click outside to save; Esc reverts.
- Description — same as the title. Click into the description; it becomes editable.
- Dates — click the start / end date to open a date picker.
There's no "Save" button anywhere on this tab. Edits commit on blur or Enter; there's nothing to remember.
Walkthrough
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1
Open a playbook
From the workspace Home dashboard or the Active Playbooks list, click any playbook. You land on its Home tab.
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2
Read the header
Title, description, dates. Make sure they're accurate — they show up everywhere this playbook is referenced.
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3
Set start / end dates
Click each date to open the picker. Set them realistically — "ending soon" surfacing and timeline scaling both depend on them.
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4
Read the Journey Timeline
Scan the colours. Anything Draft that should be Published soon is your priority. Anything Published has already gone out.
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5
Click a session in the timeline
You jump straight to the session planner. Build prep, build agenda, publish.
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6
Use See All to drop into the Sessions tab
When you want the full session list (sortable, filterable, calendar view), click See All on the Upcoming Sessions grid — see the Sessions tab.
Tips & pitfalls
Set realistic dates at the start. The end date isn't decorative — it shapes the timeline and informs "ending soon" alerts elsewhere in the product. A playbook with no end date or one set wildly in the future loses some of those signals.
Use the timeline as your "what's unprepared?" view. The colour scheme is deliberate: at-a-glance, you can see which sessions are still draft and which are already published. Train your eye to the colour pattern, not the dates.
Reopen exists for a reason. If you accidentally completed a playbook (or the engagement extended after you'd marked it done), the closed-playbook banner gives you a one-click Reopen. No need to recreate.