Add an activity to a playbook
Add preselected optional activities to a Playbook Experience if available.
Before you begin
Role required: agent
About this task
Add and complete optional playbook activities in a running playbook. This example shows how an optional activity can be added to a playbook. Playbook admins must pre-configure optional activities. You cannot insert an optional activity as the first activity in a stage or between two finished activities. Some optional activities can be added to any stage while others can only be added to a single stage. If optional activities are not configured for a playbook, no optional activities will be available.
Procedure
Open a playbook in workspace.
Select the action menu icon (
Playbook action menu icon\).
- Select Add Activity.
Add Activity button to add optional activities.
**Note:** **Add Activity** will not display if no optional activities available in this stage.
- Select + Add activity here in the location you want to add the activity to the playbook.
Add an activity to a playbook by selecting + Add activity here.
- Select the activity you would like to add to the playbook.
Add activity modal.
Select Done.
The selected optional activity appears in your playbook.
Result
The selected optional activity appears in your playbook.
Optional activities appear in the location selected.
Parent Topic:Running Playbooks