Settings
Playbooks (SOPs)
The master per-stage template. Add, edit, reorder, or remove the steps and exit-gate items each client gets when they enter a stage. New clients pick these up automatically; existing clients can be re-synced from their Action Plan.
Onboarding
0 step(s) · 0 blocking
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How this connects to the Action Plan
- Steps & checklists defined here seed each client's Action Plan when they enter the stage.
- SOP link surfaces the right SOP from the SOP Library on the right-hand panel of every step.
- Blocking steps must be completed before the client can advance to the next stage.
- Existing clients are not auto-rewritten — use "Sync from playbook" on a client's Action Plan to pull these edits in while preserving completed work, notes, and assignees.