Onit Documentation

Playbook Manager Options

by Michael Nadeau Updated on

When you click on Playbook Manager, you will have a new window of options to look at.

  1. Your list of Checklists
  2. You can create a Checklist by clicking the "Create checklist" button.
  3. Finally, you have the Ellipses button with its list of options:
    • Edit Checklist Template - Edit an already created Checklist.
    • Duplicate - Duplicate a Checklist with an extra option to customize another freely without worrying about messing up the original.
    • Delete - Delete a Checklist from your list.
    • Discard Draft—If you have been editing a Checklist and decide not to keep any edits, you can delete the draft but keep the original Checklist.
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