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How to Clone a Playbook

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Written by Sarah Beatty
Updated today

1. To go to Playbooks, Click "Review"

2. Click "Playbooks"

3. If a playbook has been made accessible for the organization, anyone can clone the playbook to make their own, but only the author can make changes to the original.
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To clone a playbook, simply click on the gear icon and select Clone

4. Once you've cloned the playbook, you now become the author of the cloned playbook and you can edit and change it as you like. Make sure to update the title to make it clear it's a clone and in the description note how it's different than the original.

5. You can then click on any of the rules and edit them for your needs.

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