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How Partner Users Can Create Playbooks

Maya
Maya
  • Updated

Purpose

This article informs Allbound partner users how to use the Playbooks feature in the portal.

 

Introduction

A Playbook is a collection of individual pieces of content that allows you to build out a folder structure within the portal to help keep your content organized and easy to navigate. A Playbook can house Learning Tracks or individual pieces of content. As a partner user, you can create your own Playbooks to organize pieces of content you find informative and helpful.

*Note: your parent company may have re-named the "Playbooks" feature to something else. If you have questions, contact them to find the Playbooks section

 

How to Create Your Own Playbook

1. Login to the Allbound platform

2. Use the search bar in the top toolbar to lookup a piece of content's title OR from the Dashboard, with your mouse, hover over the left-hand navigation panel and then click on the "Content & Resources" tab and/or the "Training & Pre-Sales" tab

*Note: your parent company may have re-named the "Content & Resources" and/or "Training & Pre-Sales" tabs to something else. If you have questions, contact them to find these section(s)

 

Screenshot 2023-12-11 at 3.00.07 PM.png

 

3. Click into the piece of content

4. Click the "+ Playbook" button

 

Screenshot 2023-12-11 at 3.03.10 PM.png

 

Where To Access Your Created Playbooks

1. Login to the Allbound platform

2. From the Dashboard, with your mouse, hover over the left-hand navigation panel and then click on the "Playbooks" tab

*Note: your parent company may have re-named the "Playbooks" tab to something else. If you have questions, contact them to find the Playbooks section

 

Screenshot 2023-12-08 at 1.59.17 PM.png

 

3. Scroll down to the bottom of the page to find the "My Playbooks" section

 

Screenshot 2023-12-08 at 2.06.31 PM.png

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