The Playbooks homepage can be customized by admins of Dock to help teams quickly find content most applicable to them.

For example, you may want a branded landing page for your org to welcome them to this enablement hub, and you may want to create a view for each team!

Under the Manage menu you can control all of your advanced playbook settings; you can personalize the Playbooks dashboard, view every playbook in one place, build custom Views for different teams, and apply Tags to keep everything organized.

Step 1: From the left nav bar, click Playbooks under Learning.

Step 2: Click Manage in the top right.

Once inside, you'll see four tabs on the left: Settings, Playbooks, Views, and Tags.

Use Settings to personalize the look of your Playbooks landing page for your entire org.

Step 1: Under Detail, set the Name and Description of your Playbooks dashboard.

Step 2: Under Design, customize the following:

Step 3: Use the Preview panel on the right to see your changes in real time.

Step 4: Click Save in the top right when you're done.

The Playbooks tab is the master list of every playbook in your account.

From here, you can:

Views act as tabs on your Playbooks dashboard, letting you show different teams a curated set of playbooks. For example, you could create a Customer Success view that only surfaces playbooks relevant to that team.

Step 1: Click the + next to Views.

Step 2: Under Details, name your view and optionally assign it to a Team.

Not seeing any teams? Here's how to create them.

Step 3: Under Tags and Playbooks, decide what should appear in this view:

Note: Every playbook added to a view (whether by tag or individually) shows its Published/Unpublished status. Use Hide on any row to remove it from the view without deleting the tag or playbook itself.

Step 4: Click Publish changes in the top right to make the view live.

💡 Views can be reordered by dragging the tag or playbook rows, so you can control the order your team sees content in.

The Tags tab shows every tag used across your account, along with the Number of assets each tag is applied to. You can search for a specific tag using the search bar.