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Creating Playbooks

How to create an internal workspace

Updated today

Overview

Creating a Playbook (aka an "internal" workspace) in Dock is almost identical to creating a customer-facing workspace as they're built with the same editor.

The big difference is that:

  • Playbooks live in their own dedicated tab

  • Playbooks are always internal-facing (you must have a Dock seat to view them)

Creating a playbook for your team can be done in four easy steps:

  1. Create the playbook (below)

  2. Share!


Creating a New Playbook

Step 1: Navigate to the Playbooks section on the left-hand nav bar

Step 2: Select the Create Playbook button on the top right

Step 3: Once selected, you'll have three options to choose from:

  • Templates

  • Existing Playbooks

  • Blank

Make a selection and click the Next step button on the bottom right.

Review Playbook Details

Step 1: Name your playbook

Step 2: Assign it a tag— these are pulled from the library (learn more here) and are used to help organize the playbook for your team.

Step 3: Edit ownership, if needed. Who will help you edit/own this playbook?

Finally, click Create Playbook!

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