How to Browse Playbooks

This guide shows you how to find playbooks that match your goals using the playbook directory.

Prerequisites

  • None — the playbook directory is public and accessible to everyone

Steps

1. Navigate to the Playbooks Directory

Go to the playbooks page at /playbooks. You'll see a grid of available playbooks, each displayed as a card with:

  • Icon and title
  • Brief description
  • Difficulty level badge
  • Category tags
  • Phase and task counts
  • Estimated duration

2. Filter by Category

If you're looking for playbooks in a specific area:

  1. Look at the category chips at the top of the page
  2. Click a category to filter (e.g., "Product Launch", "SaaS", "Marketing")
  3. The grid updates to show only matching playbooks
  4. Click the category again or select "All" to remove the filter

3. Review Playbook Statistics

Each playbook card shows key statistics:

StatWhat It Means
PhasesNumber of stages in the playbook
TasksTotal actionable items
DurationEstimated time to complete
DifficultySkill level (Beginner/Intermediate/Advanced)
UsesHow many times the playbook has been applied

Use these to gauge whether a playbook fits your timeline and experience level.

4. View Playbook Details

Click on any playbook card to open its detail page. Here you'll find:

  • Full description of what the playbook covers
  • Complete list of phases with expandable task lists
  • Detailed task descriptions and time estimates
  • Category links to find related playbooks
  • "Use This Playbook" button to apply it

5. Expand Phases to Preview Tasks

On the detail page, each phase appears as an accordion:

  1. Click a phase title to expand it
  2. Review the tasks within that phase
  3. Read task descriptions to understand what's involved
  4. Collapse and expand different phases to get the full picture

Expected Result

You should be able to:

  • Browse all available playbooks
  • Filter to find playbooks matching your goals
  • Understand what each playbook involves before applying it
  • Find playbooks appropriate for your skill level and timeline

Troubleshooting

No playbooks appear after filtering

The selected category may not have any playbooks yet. Try:

  • Selecting a different category
  • Clicking "All" to see all available playbooks

Can't find a relevant playbook

New playbooks are added regularly. If you don't find what you need:

  • Check back later for new additions
  • Browse related categories for similar content
  • Consider adapting a general playbook to your specific needs
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How to Browse Playbooks | Documentation | DoerPath