Designing in Playbook Studio
Working with phases
Add, rename, reorder, insert, and delete phases — the coloured frames that group your sessions into stages.
Phases help organise a playbook into clear stages.
Examples might include Discovery, Planning, Delivery, or Launch. Each phase groups related sessions together and defines where they sit in the overall flow of the playbook.
This guide covers the phase-level actions available in Playbook Studio: adding, inserting, renaming, reordering, and deleting phases.
What is a phase?
A visual grouping
A coloured frame containing one or more sessions.
An ordered stage
Phases appear from left to right in the order participants will experience them.
Automatic colouring
Colours are assigned automatically to keep the canvas consistent and easy to read.
A session container
A phase can contain one or many sessions.
Common phase actions
Add a phase
Use the Add tile after the final phase to create a new phase.
Insert between phases
Hover between two phases and click the + button.
Edit the title
Click the phase name and enter a new label.
Reorder phases
Use the move-left and move-right controls to change the order.
Delete an empty phase
A phase must be empty before it can be removed.
Walkthrough
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1
Add a phase
Click the Add tile at the end of the playbook.
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2
Insert a phase
Hover between two existing phases and click the
+button. -
3
Rename the phase
Give it a meaningful name that reflects the purpose of that stage.
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4
Reorder phases
Use the move controls to shift a phase left or right.
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5
Delete an empty phase
Remove an unused phase once it no longer contains any sessions.
Important behaviour
Moving sessions between phases is not currently supported. Sessions can be reordered within a phase, but cannot be moved directly from one phase to another through the interface.
Tips
Name phases around outcomes. Labels such as Discovery, Design, Decide, or Launch are usually more meaningful than Week 1, Week 2, or Week 3.
It's fine to create phases before filling them. Many teams sketch the overall structure first and add sessions later.
Phase colours are automatic. Colours are generated by the system and cannot be customised.