Build repeatable processes

Use the Mattermost Playbooks plugin to create and manage pre-built, configurable checklists that define a repeatable process for teams to achieve specific and predictable outcomes. Mattermost Playbooks is enabled by default for Mattermost self-hosted and Mattermost Cloud workspaces. You can access Playbooks via the product menu in the top-left corner of Mattermost.

With playbooks, your development teams can orchestrate prescribed workflows and define, streamline, and document complex, recurring operations. Playbooks help you stay in command with integrated communication, collaboration, and status dashboards to manage your entire workflow lifecycle.

An example of the Mattermost Playbooks screen that includes active run details in the right-hand pane.

This end user documentation is for anyone who wants guidance on building repeatable processes in Mattermost.

Learn more

Overview - Learn what playbooks are and how they’re used.
Work with playbooks - Customize a playbook for successful runs.
Work with runs - Edit triggers and actions in an active run.
Work with tasks - Work with tasks and the task inbox.
Work with notifications and updates - Keep track of all your active runs and tasks.
Work with metrics and goals - Use retrospectives to improve your workflows and provide detailed insight into your Playbooks.
Share and collaborate - Reuse and share playbooks with your organization.
Interact with playbooks - Interact with playbooks using slash commands and the REST API.