Edit or Delete a Playbook Step

Follow the steps to edit a playbook step.

Step 1 – Click the step in the playbook to expand it.

Step 2 – Make any desired changes to the step.

Step 3 – Click Save.

The playbook step is now updated.

Delete a Playbook Step

Follow the steps to delete a playbook step.

Step 1 – Click the step in the playbook to expand it.

Step 2 – Click Delete.

The playbook step is deleted.

Save a Playbook Step to My Steps

Sometimes it may be convenient to save a step so that it can be added to multiple playbooks without recreating the step.

Follow the steps to save a step to the My Steps list.

Step 1 – Click the step in the playbook to expand it.

Step 2 – Click Save to My Steps.

The step is saved to the My Steps list and can be added to other playbooks as needed.