Runbooks can be edited at any time via the Runbook Details menu. In this article, we'll cover how to access and manage your runbook details.
Access the runbook details menu
Runbook admins can update and manage the details of a runbook at any time via the Runbook Details menu. To access the menu, visit the runbook you'd like to edit and click the Runbook Details icon on the right-hand side of the screen:
Manage runbook details
The Runbook Details menu allows you to view and edit the runbook title, timezone, display settings, and more.
Runbook Title: Edit the name of the runbook.
Folder: Update the folder the runbook is located in within your workspace.
Default timezone: Set a default runbook time zone. Users who are in a different time zone will see the default timezone and their local timezone displayed side by side in the task list. All other time zones will be shown in the default runbook time zone.
Timing mode: This is a read-only field within the Runbook Details menu. To update the timing mode, click the cog icon next to the runbook title.
Scheduled Start/End: A runbook's scheduled start and end times are the dates and times a runbook is planned to start and end— this can be set during the runbook creation or during the planning process.
*For more information, see schedule runbook article
Auto Start: If the runbook will start automatically at a scheduled time and date.
Planned End: The date and time the last task is planned to finish, this is automatically calculated.
Runbook Status: Assign a RAG status to the runbook.
Display settings
In the Display Settings section of the Runbook Details menu, you can change the runbook type, display team and user names, substreams in their parent color, and task descriptions on task start.
As well as Runbook Type settings, there are also the following options:
Show team/ user names in list
When a task is assigned to a team or a user, an avatar is displayed. This setting enables the full assigned team or user name to be displayed on the task list for easier readability.
Sub-streams inherit parent color
When a sub stream is created, it adopts a random color selection. When this setting is enabled, it colors any tasks that sit within the sub stream to be the same colour as the parent stream.
Show task description on start
This setting displays any task description within the runbook in a modal when the task is started. This is to ensure the user has all the information they need when beginning their task. If this setting is not enabled the user will have to check the description field towards the bottom of the task edit panel.
Other details
Description: Enter a description for your runbook.
Created by: View who created the runbook.
Created at: The date the runbook was created.
Updated at: The day the runbook was last updated.
Webhooks incoming
View the runbook and runbook version URL for incoming runbooks.
Additional menu options:
There are also additional icons displayed underneath the runbook details icon as displayed in the image below. Use these options to view and make changes to the teams and users associated with your runbook, add a runbook comment, send ad-hoc communications and make changes to any runbook integrations.
