Playbooks are the knowledge base of your organization—perfect for storing SOPs, training guides, and process documentation.
Step 1: Set Up Categories (Prerequisite) #
Before you can create a playbook, you must define at least one category to organize it under.
- Navigate to Settings: Click on Settings in the left-hand menu and select the Categories tab.
- Enter Category Details:
- Name: Enter the name of the category (e.g., HR Policies, IT Troubleshooting).
- Icon Name: TeamHub uses the Lucide Icons library.
- Visit https://lucide.dev/icons/.
- Search for an icon you like.
- Copy the exact icon name (e.g.,
book-open,shield,users). - Paste this name into the icon box in TeamHub.
- Save: Click the button to save the new category.
Step 2: Create a New Playbook #
Once your categories are ready, you can start building content.
- Navigate to Playbooks: Click on the Playbooks tab in the left-hand menu.
- Create New: Click the Create Playbook button in the top-right corner.
- Basic Setup:
- Title: Give your playbook a clear, descriptive title.
- Category: Select the appropriate category from the dropdown menu.
- Owner: Select the team member responsible for maintaining this document.
Step 3: Build Content with Blocks #
TeamHub uses a flexible “Block” system to organize your content. Click on the buttons to add different sections:
- Header: Adds a large, bold section title to structure your document.
- Text: Adds a standard paragraph block for writing detailed content.
- Video: Adds a video player. Simply paste the Video URL (e.g., YouTube, Vimeo) to embed it.
Step 4: Adding Images (Important) #
There is a specific workflow for adding images to a playbook:
Important Note: You must Save the playbook before you can upload images.
- Add your text and headers first.
- Click the Save Playbook button.
- Once saved, re-open the playbook or continue editing. You will notice the Image block option is now enabled.
- Click the Image block to upload and insert visuals into your guide.
