Administrators and managers can create Runbooks from scratch, which are published to the Runbooks Page and can be used to launch new Services.
For more information: Read the Runbooks, Services, and Tasks Overview article.
Follow these steps to create a new Runbook on the Runbooks Page:
- Select the workgroup on the top of the left navigation pane.
- Click Runbooks on the left navigation pane.
- Click New Runbook.
After you click New Runbook, you are redirected to the Customization Page for the Build Your Own Service Runbook, in which you can enter estimates, add/edit Tasks, and assign them to agents. Read the Edit a Runbook or Service article for more information.