The Playbooks

The Playbooks turns onboarding and repeatable programs into structured tasks assigned across weeks with owner and due dates.

What The Playbooks does

  • Onboarding programs by role
  • Tasks scheduled across days/weeks
  • Owner and assignee per task
  • Completion tracking
  • Reusable templates

Common use cases

  • Employee onboarding first-90-days
  • Client onboarding programs
  • Standard operating playbooks per department

Integrates with

  • The List (playbook tasks land in personal lists)
  • The Learning (linked training)
  • The Organization (per-role playbooks)

Frequently asked

How does this differ from The Processes?

Playbooks are people-centric programs (onboarding, ramp); Processes are trigger-based automations.

Can I clone a playbook per new hire?

Yes, one click per new employee.

Related reading

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