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This article will explain how to set up the Import sheet for Playbook Plans using Excel.

Import a Playbook Plan Using Excel

This article will explain how to access and use the three-dot menu options available for column and row headers in a Playbook Plan.

Manage Rows and Columns in Playbook

Create, import, configure and manage Playbook Plans.

Plans

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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