Workspaces

Playbooks

A playbook is a reusable checklist for work you do over and over — client onboarding, a monthly cycle, a new-business pitch. You define it once, then anyone can run it and its steps land in their Tasks queue, due-dated and ready to work.

Playbooks vs. Jobs

They sound similar but do different jobs. A Jobs workflow tracks the production stages of one deliverable on a board. A playbook is a checklist that generates tasks— it doesn't live on a board; it feeds your normal Now/Next list. Use a workflow to see where a piece of work is; use a playbook to make sure a repeatable process gets done the same way every time.

Running a playbook

Open Playbooks in the nav, find the one you want, optionally pick an engagement, and click Run. Ventura creates one task per step in yourTasks queue, each due-dated from the step's offset (e.g. step 1 today, step 3 in five days). The tasks flow through the same Now / Next / Top 2 system as everything else.

Authoring a playbook

Partners, senior managers, and managers can create and edit playbooks.

1. Click + New playbook, give it a name and short description.
2. Click Edit on the card, then + Add step for each step.
3. For each step set a title, an optional guidance note (becomes the task's next-action text), and a due offset in days after the run.
4. Reorder steps with the arrows; rename or archive the playbook anytime.

Editing a playbook never changes tasks already created from past runs — it only affects future runs.

Starter packs

Every firm starts with a set of playbooks matched to its type(Settings → Firm type). A finance firm gets onboarding, month-end close, prospect qualification, and annual planning; a marketing agency gets onboarding, campaign launch, the monthly retainer cycle, and a new-business pitch. They're yours to edit, archive, or build on.

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