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Playbooks
Playbooks anchored to a date that matters
Structured sequences relative to a key date — a training start, a store opening, a close. You name the reference date; every step’s due date is computed from it.
What it includes
- Templates with jobs, steps, checklists, reminders, and sign-off
- Reference-date scheduling — every step is N days before/after a named date
- Automatic due dates computed per run
- Blocking tasks — prerequisites must finish before downstream work can start
- An "Unable to Complete" status with a required reason, surfaced to admins
- Automated reminders, cadence configurable per step
- YAML import/export for power users and version control
- Composes with Launchpad, Data Tables, Documents, SMS
Ideal for
- Franchisee onboarding
- Multi-location openings
- Employee onboarding sequences
- Any repeatable process tied to a key date