Create playbook

  • Last update on August 31st, 2023

When you create a custom policy, the policy wizard will prompt you to either add it to an existing playbook or create a new playbook to house the policy.

Alternatively, you can also create a new playbook from the Playbook Policy Library.

Step 1: Create new

  • Go to SETTINGS > Playbooks.
  • Select “Create new”.
  • Select “Create playbook”.

Step 2: Policy details

The policy wizard will appear. In the “Playbook details” tab, fill out the “Playbook name” and “Playbook description” fields.

Step 3: Policy to include

In the following tab, select all the custom policies you want to add to your playbook.

Step 4: Review and complete

Confirm your changes and press “Save” to create your playbook.