Create a New Runbook on the Runbooks Page

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:

  1. Select the workgroup on the top of the left navigation pane.
  2. Click Runbooks on the left navigation pane.
  3. 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.



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