Build repeatable processes#

Important

Mattermost v10 introduces Playbooks v2 for all Enterprise licensed customers. Professional SKU customers may continue to use Playbooks v1 uninterrupted which will be maintained and supported until September 2025, followed by an appropriate grandfathering strategy. More detailed information and the discussion are available on the Mattermost discussion forum.

Use collaborative playbooks in Mattermost to provide structure, monitoring and automation for repeatable, team-based processes integrated with the Mattermost platform. Playbooks are configurable checklists for teams to achieve specific and predictable outcomes, such as incident response, software release management, and logistical operations.

Playbooks monitor channels for keywords or user actions to trigger a structured process, which brings up a set of individual or shared tasks, each associated with manual or automated actions. As playbooks are executed, some may have requirements for broadcasting status updates to stakeholders at regular intervals, to populate workflow dashboards by conducting retrospectives after the core process is complete, or other customer requirements as exit criteria for a playbook “run”.

Advanced permissions are also available to delegate and manage playbook controls in larger organizations.

Configuration#

Playbooks comes pre-packaged, installed, and enabled with Mattermost server. Access playbooks by selecting the product menu located in the top-left corner of the Mattermost interface.

Usage#

Use collaborative playbooks to orchestrate prescribed workflows and define, streamline, and document complex, recurring operations, and help your organization stay in command with integrated communication, collaboration, and status dashboards managing your workflow life cycles.

Mattermost Academy Learn about Mattermost Playbooks

Try it yourself! Walk through our Incident Response playbook demonstration to see what you can do with playbooks.

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

Learn more#

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

Overview - Learn what collaborative playbooks are and how they’re used.
Work with collaborative 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 - Unlock insights about the performance of collaborative workflows across organizations with workflow dashboards.
Share and collaborate - Reuse and share collaborative playbooks with your organization.
Interact with collaborative playbooks - Interact with collaborative playbooks using slash commands and the REST API.