Designing in Playbook Studio
Studio overview
Orient the Studio hub — the template list, statuses, and how to start a new template.
Playbook Studio is where you create and manage the templates that power your playbooks.
Nothing in Studio is live with participants. It's where you design reusable processes, including phases, sessions, pre-work, agendas, and guidance that can be used again and again.
The Studio hub (/playbook-studio) is your starting point. From here you can browse existing templates or create a new one.
What you'll find here
Template list
Browse every template you can access, including its status and visibility.
Create Playbook
Start a new template and open it in the visual editor.
Status
See whether a template is still being worked on or ready to use.
Visibility
See who can discover and use a template once it's published.
Status and visibility
Status and visibility control different things.
| What it controls | Values | |
|---|---|---|
| Status | Whether the template is ready to use. | Draft, Published |
| Visibility | Who can access the template. | Private, Company, Public |
Examples:
- Draft + Private → still being designed.
- Published + Company → available across your organisation.
- Published + Public → available through the Marketplace.
For more detail, see Drafts vs Publishing and Visibility and sharing.
Drafts stay private. Until a template is published, only you and any collaborators you've invited can see it.
Walkthrough
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1
Open Playbook Studio
Select Playbook Studio from the sidebar.
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2
Review existing templates
Browse the list and note each template's status and visibility.
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3
Open a template
Select any template to open it in the visual editor, where you can modify phases, sessions, pre-work, and agendas.
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4
Create a new template
Click Create Playbook to start from a blank template.
Tips
Keep your draft list manageable. Most teams maintain a small number of active drafts alongside a library of published templates.
Templates and playbooks are different things. Templates live in Playbook Studio. Running work lives in Active Playbooks.