# Cutover Help Center

> Cutover Help Center

## Get Started with Cutover

- [Cutover Use Cases and Solutions](https://help.cutover.com/en/articles/3928372-cutover-use-cases-and-solutions.md): An overview of the Cutover platform.
- [Access Your Cutover Account](https://help.cutover.com/en/articles/5850347-access-your-cutover-account.md): Learn how to access and manage your Cutover account.
- [Navigate Your Cutover Instance](https://help.cutover.com/en/articles/5850357-navigate-your-cutover-instance.md): Learn how to navigate your Cutover instance.
- [View and manage personal details](https://help.cutover.com/en/articles/3849273-view-and-manage-personal-details.md): Learn how to view your Cutover profile details, roles, and permissions.
- [Supported browsers](https://help.cutover.com/en/articles/10430843-supported-browsers.md): See what browsers we support to make sure you have the best user experience with Cutover.
- [Cutover Learning Resources Guide](https://help.cutover.com/en/articles/12648753-cutover-learning-resources-guide.md): Cutover provides helpful resources for both general users and technical developers — this guide shows you which to use and why.

## Platform Overview

- [Platform Overview and Fundamentals](https://help.cutover.com/en/articles/3838588-platform-overview-and-fundamentals.md): A brief overview of Cutover, covering its core features and functionality.

## Workspace Overview

- [Navigate Your Workspace](https://help.cutover.com/en/articles/5850376-navigate-your-workspace.md): Learn what to expect when accessing your workspace and how to navigate it.
- [Create and Manage folders](https://help.cutover.com/en/articles/5341962-create-and-manage-folders.md): Learn how to create folders and subfolders in your workspace.
- [Create Saved Views](https://help.cutover.com/en/articles/5187331-create-saved-views.md): Learn more about creating and using saved views.
- [Tailor Your Workspace](https://help.cutover.com/en/articles/5187299-tailor-your-workspace.md): Learn how to customize your workspace in Cutover.
- [Create a New Dashboard](https://help.cutover.com/en/articles/8038576-create-a-new-dashboard.md): Learn more about how to create a new dashboard in your Cutover instance.
- [Dashboard Presets and Components](https://help.cutover.com/en/articles/6142530-dashboard-presets-and-components.md): Learn more about Multi-Runbook dashboard presets components.
- [Multi-Runbook Dashboard Overview](https://help.cutover.com/en/articles/3850679-multi-runbook-dashboard-overview.md): Learn how to access your multi-runbook dashboard.
- [Single Runbook Dashboard](https://help.cutover.com/en/articles/9353643-single-runbook-dashboard.md): Find out what a single runbook dashboard is and the components you have available.
- [Data Sources in a Workspace View](https://help.cutover.com/en/articles/11401797-data-sources-in-a-workspace-view.md): Find out more about data sources and how to configure shared, searchable custom fields to surface key application data in a workspace view.

## Runbooks

- [Merge Runbooks and Templates](https://help.cutover.com/en/articles/9250221-merge-runbooks-and-templates.md): Learn how to merge or import your Cutover runbooks and templates.
- [Text Editor overview](https://help.cutover.com/en/articles/10126243-text-editor-overview.md): An overview of the Text Editor functionality.
- [Create a Runbook](https://help.cutover.com/en/articles/2569051-create-a-runbook.md): Learn how to create a runbook.
- [Runbook Overview](https://help.cutover.com/en/articles/5850401-runbook-overview.md): Learn how to navigate your runbook and become familiar with its features.
- [Automated Notifications](https://help.cutover.com/en/articles/5850522-automated-notifications.md): Learn about automated notifications when a runbook is in rehearsal or live run, has been paused, resumed, or canceled.
- [Add a runbook type](https://help.cutover.com/en/articles/9967254-add-a-runbook-type.md): Find out how to add a runbook type and what each type means
- [Manage Runbook Details](https://help.cutover.com/en/articles/2678627-manage-runbook-details.md): Learn how to access and edit the details of a runbook.
- [Export a List of Runbooks from Your Workspace](https://help.cutover.com/en/articles/8011344-export-a-list-of-runbooks-from-your-workspace.md): Learn more about exporting a list of runbooks directly from your workspace.
- [Create Runbook Streams](https://help.cutover.com/en/articles/3849940-create-runbook-streams.md): Learn more about runbook streams, as well as how to create and manage them.
- [Archive Runbooks](https://help.cutover.com/en/articles/6496773-archive-runbooks.md): Learn how to archive runbooks as a way to organize your workspace.
- [Runbook Views](https://help.cutover.com/en/articles/3850029-runbook-views.md): Learn more about the different types of runbook views
- [Execute a Runbook](https://help.cutover.com/en/articles/3850249-execute-a-runbook.md): Learn about the different modes of a runbook once it's created.
- [Runbook Filtering, Critical Path, & Search](https://help.cutover.com/en/articles/3850126-runbook-filtering-critical-path-search.md): Learn how to use filters to locate information with ease.
- [Runbook and Task Comments](https://help.cutover.com/en/articles/3850343-runbook-and-task-comments.md): Learn more about runbook and task comments.
- [Export and Import Tasks](https://help.cutover.com/en/articles/3850069-export-and-import-tasks.md): Learn more about exporting and importing runbooks to your Cutover instance.
- [Schedule Runbooks](https://help.cutover.com/en/articles/4470049-schedule-runbooks.md): Learn how to schedule a runbook to start at a specified time.
- [Set a Runbook Timezone](https://help.cutover.com/en/articles/3850014-set-a-runbook-timezone.md): Learn how to set a timezone for your runbook.
- [Daylight Savings Time](https://help.cutover.com/en/articles/5850499-daylight-savings-time.md): Learn more about what to expect when a runbook's default timezone is affected by daylight savings time.
- [Schedule & Share a Single Runbook Dashboard](https://help.cutover.com/en/articles/6061949-schedule-share-a-single-runbook-dashboard.md): Learn how to manage the schedule of and share a single runbook dashboard.
- [Highlight Mode](https://help.cutover.com/en/articles/6049455-highlight-mode.md): Additional mode to display filtered tasks within a runbook
- [Create Custom Fields](https://help.cutover.com/en/articles/6614929-create-custom-fields.md): Learn how to create custom fields to make use of this powerful information-capturing capability
- [Custom Fields Audit Log](https://help.cutover.com/en/articles/13251374-custom-fields-audit-log.md): Learn how to download a CSV file of all changes made to your Custom Fields settings.
- [Create Runbook Teams](https://help.cutover.com/en/articles/5717532-create-runbook-teams.md): Learn how to create, manage, and view runbook teams.
- [Assign Runbook Teams and Users to Tasks](https://help.cutover.com/en/articles/3850163-assign-runbook-teams-and-users-to-tasks.md): Learn how to assign teams and users to tasks.
- [Central Teams](https://help.cutover.com/en/articles/3849659-central-teams.md): Learn how to create and manage central teams.
- [Runbook People Management](https://help.cutover.com/en/articles/6139565-runbook-people-management.md): Learn how to manage users and teams in a runbook.
- [Post Implementation Review \(PIR\) Dashboard](https://help.cutover.com/en/articles/4585366-post-implementation-review-pir-dashboard.md): Learn more about the Post Implementation Review dashboard.

## Linked Runbooks

- [Linked Runbooks](https://help.cutover.com/en/articles/6680750-linked-runbooks.md): Learn more about creating and managing linked runbooks.
- [Create a Linked Task](https://help.cutover.com/en/articles/6904945-create-a-linked-task.md): Learn how to create link tasks within runbooks.
- [Use Linked Task Types in Planning Mode](https://help.cutover.com/en/articles/6906272-use-linked-task-types-in-planning-mode.md): Learn more about using linked task types in planning mode.
- [Use Linked Runbooks in a Rehearsal Run](https://help.cutover.com/en/articles/7101609-use-linked-runbooks-in-a-rehearsal-run.md): Learn more about using linked runbooks in a rehearsal run.
- [Use Linked Runbooks in a Live Run](https://help.cutover.com/en/articles/6906273-use-linked-runbooks-in-a-live-run.md): Learn how to use linked runbooks in live run mode.

## Templates

- [Measure RTA and compare against RTO](https://help.cutover.com/en/articles/10386106-measure-rta-and-compare-against-rto.md): Learn how to use RTO and RTA within your Cutover runbooks to ensure business continuity and operational resilience.
- [Create a template - no workflow](https://help.cutover.com/en/articles/6752504-create-a-template-no-workflow.md): Learn how to create and manage runbook templates.
- [Create a template - advanced workflow](https://help.cutover.com/en/articles/6680773-create-a-template-advanced-workflow.md)

## Tasks

- [Add tasks to a runbook](https://help.cutover.com/en/articles/2678639-add-tasks-to-a-runbook.md): Learn how to add tasks to a runbook.
- [Branching Tasks](https://help.cutover.com/en/articles/4549242-branching-tasks.md): Learn more about the Branching task type.
- [Communication Task Types](https://help.cutover.com/en/articles/3850216-communication-task-types.md): Learn more about Email, SMS, and Call task types.
- [Fixed Start Time](https://help.cutover.com/en/articles/6136290-fixed-start-time.md): Learn how to utilize fixed start time and its behavior during a live run.
- [Fixed Start and Fixed End tasks](https://help.cutover.com/en/articles/3850617-fixed-start-and-fixed-end-tasks.md)
- [Task Types](https://help.cutover.com/en/articles/3849281-task-types.md): Learn more about different task types, how to use them, and their attributes and behaviors.
- [Create Snippets](https://help.cutover.com/en/articles/6414594-create-snippets.md): Learn how to create and manage Snippets.
- [Task Ordering](https://help.cutover.com/en/articles/7038429-task-ordering.md): Learn more about how tasks are ordered in the runbook task list.
- [Use Dynamic Fields](https://help.cutover.com/en/articles/8057370-use-dynamic-fields.md): Learn how to use dynamic fields and its associated markup, letting you reference values stored in other properties and custom fields.
- [Searchable Custom Fields Overview](https://help.cutover.com/en/articles/8106355-searchable-custom-fields-overview.md): Learn more about searchable custom fields.
- [Use Conditional Logic](https://help.cutover.com/en/articles/8057365-use-conditional-logic.md): Learn how to add conditional logic tasks to your runbooks, meaning you can halt a runbook's progress based upon failure to meet a condition.
- [Set up Data Sources](https://help.cutover.com/en/articles/9453319-set-up-data-sources.md): Learn how to set up and configure external data sources in Cutover, enabling integration with third-party systems and powering searchable custom fields.
- [Set up Searchable Custom Fields](https://help.cutover.com/en/articles/9232230-set-up-searchable-custom-fields.md): Learn how to create searchable custom fields that link to external data sources, enabling you to surface and act on live third-party information directly within tasks and runbooks.
- [Task Advanced Settings](https://help.cutover.com/en/articles/15072986-task-advanced-settings.md): Control who can start and complete a task by setting whether anyone, everyone, or a minimum number of assignees is required.

## Nodemap

- [Nodemap overview](https://help.cutover.com/en/articles/12232080-nodemap-overview.md): This article describes our editable nodemap and the options available when you first access it.
- [Nodemap - Task and Dependency Management](https://help.cutover.com/en/articles/12232092-nodemap-task-and-dependency-management.md): Manage tasks and dependencies visually in the Nodemap. Create, link, and reorder tasks, reveal dependencies, and execute tasks directly for a streamlined workflow.
- [Nodemap - Navigation and Selection](https://help.cutover.com/en/articles/12232100-nodemap-navigation-and-selection.md): Easily navigate and manage tasks in the Nodemap using panning, zooming, keyboard shortcuts, and multiple selection methods, with visual cues to keep your focus on the tasks that matter.
- [Learning Lab - Nodemap Practice Exercise](https://help.cutover.com/en/articles/15604415-learning-lab-nodemap-practice-exercise.md): Follow along the steps and practice one some key features and functions of our nodemap

## User Management

- [Create, Edit, and Archive users](https://help.cutover.com/en/articles/3853476-create-edit-and-archive-users.md): Learn how to create, edit, and archive users in your Cutover instance.
- [Role types and permissions](https://help.cutover.com/en/articles/3853503-role-types-and-permissions.md): Learn about the available role types and permissions in Cutover.
- [Upload mappings for RBAC](https://help.cutover.com/en/articles/9299391-upload-mappings-for-rbac.md): Use this feature when mapping roles in Cutover from third-party identity providers
- [Self-Serve SAML Authentication](https://help.cutover.com/en/articles/8377056-self-serve-saml-authentication.md): Learn more about adding SAML configurations to your Cutover instance.

##  User Training and Enablement \(Videos and Reference Guides\)

- [Platform Training Videos](https://help.cutover.com/en/articles/5124623-platform-training-videos.md): Self-training materials to facilitate basic use of the platform
- [Quick Start Guide \(PDF\)](https://help.cutover.com/en/articles/5940792-quick-start-guide-pdf.md): Basic guide for all users to help you get started with Cutover platform
- [Task Upload Template Guide](https://help.cutover.com/en/articles/6171869-task-upload-template-guide.md): How to guide and template for task upload
- [Request a new Custom Field](https://help.cutover.com/en/articles/5963126-request-a-new-custom-field.md): How to request a new Custom Field for your Workspaces
- [User Reference Guide: Task Executor](https://help.cutover.com/en/articles/5280538-user-reference-guide-task-executor.md)
- [Runbook Best Practice Guide](https://help.cutover.com/en/articles/8210478-runbook-best-practice-guide.md): Best practises on creating your first few runbooks in the Cutover platform
- [Cutover Learning Lab - overview, schedules and recordings](https://help.cutover.com/en/articles/11124547-cutover-learning-lab-overview-schedules-and-recordings.md): 'Building community through knowledge'

## Learn about Integrations

- [Cutover Integrations](https://help.cutover.com/en/articles/5850502-cutover-integrations.md)
- [Custom Integration](https://help.cutover.com/en/articles/6856626-custom-integration.md): Easily connect Cutover with any third-party application using our Custom Integration.
- [Integrate with GitHub](https://help.cutover.com/en/articles/6856689-integrate-with-github.md): Learn how to integrate GitHub with the Cutover platform.
- [Integrate with Jenkins](https://help.cutover.com/en/articles/6857888-integrate-with-jenkins.md): Learn how to integrate Jenkins with the Cutover platform.
- [Integrate with Slack](https://help.cutover.com/en/articles/6858170-integrate-with-slack.md): Learn how to integrate Slack with the Cutover platform.
- [Change Requests](https://help.cutover.com/en/articles/4261517-change-requests.md)
- [Use Runbook-level Integrations](https://help.cutover.com/en/articles/7041171-use-runbook-level-integrations.md): Learn how to configure and execute integrations at a runbook level, regardless of whether a runbook has started or not.
- [Integrations Audit Log](https://help.cutover.com/en/articles/9229932-integrations-audit-log.md): Learn how to download a CSV file of all changes made to your Integrations settings.
- [Microsoft Teams: Send message to a channel or an existing chat](https://help.cutover.com/en/articles/11537793-microsoft-teams-send-message-to-a-channel-or-an-existing-chat.md): Search for and select a specific Teams chat or channel from within Cutover. Perfect for keeping your team aligned during runbook execution.

## Release Notes

- [Release Notes](https://help.cutover.com/en/articles/3839265-release-notes.md): Stay up to date on all the recent changes and improvements we've made in Cutover.

## Notices

- [Cutover SMS Delivery Update](https://help.cutover.com/en/articles/8047304-cutover-sms-delivery-update.md)

## Cutover Certification Program

- [Introduction: Cutover Essentials Course](https://help.cutover.com/en/articles/12531402-introduction-cutover-essentials-course.md): How to get started with Cutover Essentials Course
- [Cutover Essentials Course : Assessment](https://help.cutover.com/en/articles/12524033-cutover-essentials-course-assessment.md): Self checked assessment for Cutover Academy: Cutover Essentials Course
- [Advanced Level: Curriculum](https://help.cutover.com/en/articles/8064881-advanced-level-curriculum.md): Certification: Advanced Level v1.3
- [Introduction: Advanced Level](https://help.cutover.com/en/articles/6921835-introduction-advanced-level.md): Certification: Advanced Level v1.3
- [Session 1: Platform Overview](https://help.cutover.com/en/articles/6921898-session-1-platform-overview.md): Certification: Advanced Level v1.3
- [Session 1: Recap](https://help.cutover.com/en/articles/6921932-session-1-recap.md): Certification: Advanced Level v1.3
- [Session 2: Runbooks 101](https://help.cutover.com/en/articles/6921951-session-2-runbooks-101.md): Certification: Advanced Level v1.3
- [Session 2: Task Types Runbook Exercise](https://help.cutover.com/en/articles/8064797-session-2-task-types-runbook-exercise.md): Certification Advanced Level v1.3
- [Session 2: Task Dependency Activity](https://help.cutover.com/en/articles/8472966-session-2-task-dependency-activity.md): Certification Advanced Level v1.3
- [Session 2: Recap](https://help.cutover.com/en/articles/6921961-session-2-recap.md): Certification: Advanced Level v1.3
- [Session 3a: Build Your Own Runbook Exercise](https://help.cutover.com/en/articles/6921969-session-3a-build-your-own-runbook-exercise.md): Certification: Advanced Level v1.3
- [Session 3b: Runbook Review](https://help.cutover.com/en/articles/6922066-session-3b-runbook-review.md): Certification: Advanced Level v1.3
- [Session 3: Recap](https://help.cutover.com/en/articles/6922075-session-3-recap.md): Certification: Advanced Level v1.3
- [Session 4: Going Further](https://help.cutover.com/en/articles/6922084-session-4-going-further.md): Certification: Advanced Level v1.3
- [Session 4: Recap](https://help.cutover.com/en/articles/6922097-session-4-recap.md): Certification: Advanced Level v1.3
- [Session 5: User & Instance Management](https://help.cutover.com/en/articles/6922101-session-5-user-instance-management.md): Certification: Advanced Level v1.3
- [Session 5: Recap](https://help.cutover.com/en/articles/6922109-session-5-recap.md): Certification: Advanced Level v1.3
- [Session 6a: Facilitator Training](https://help.cutover.com/en/articles/6922111-session-6a-facilitator-training.md): Certification: Advanced Level v1.3
- [Session 6b: Support Training](https://help.cutover.com/en/articles/8061367-session-6b-support-training.md): Certification: Advanced Level v1.3
- [Session 6: Recap](https://help.cutover.com/en/articles/6922114-session-6-recap.md): Certification: Advanced Level v1.3
- [Certification Assessment](https://help.cutover.com/en/articles/6922119-certification-assessment.md): Certification: Advanced Level v1.3
- [Foundation Level: Curriculum](https://help.cutover.com/en/articles/8064721-foundation-level-curriculum.md): Certification: Foundation Level v1.3
- [Introduction - Foundation Level](https://help.cutover.com/en/articles/6922158-introduction-foundation-level.md): Certification: Foundation Level V1.3
- [Session 1: Platform Overview](https://help.cutover.com/en/articles/6922215-session-1-platform-overview.md): Certification: Foundation Level V1.3
- [Session 1: Recap](https://help.cutover.com/en/articles/6922225-session-1-recap.md): Certification: Foundation Level V1.3
- [Session 2: Runbooks 101](https://help.cutover.com/en/articles/6922229-session-2-runbooks-101.md): Certification: Foundation Level V1.3
- [Session 2: Task Types Runbook Exercise](https://help.cutover.com/en/articles/8068785-session-2-task-types-runbook-exercise.md): Certification Foundation Level v1.3
- [Session 2: Task Dependency Activity](https://help.cutover.com/en/articles/8469132-session-2-task-dependency-activity.md): Certification Foundation Level v1.3
- [Session 2: Recap](https://help.cutover.com/en/articles/6922238-session-2-recap.md): Certification: Foundation Level V1.3
- [Session 3a: Build Your Own Runbook Exercise](https://help.cutover.com/en/articles/6922256-session-3a-build-your-own-runbook-exercise.md): Certification: Foundation Level V1.3
- [Session 3b: Runbook Review](https://help.cutover.com/en/articles/6922262-session-3b-runbook-review.md): Certification: Foundation Level V1.3
- [Session 3: Recap](https://help.cutover.com/en/articles/6922268-session-3-recap.md): Certification: Foundation Level V1.3
- [Session 4: Advanced Features, User & Instance Management](https://help.cutover.com/en/articles/6922284-session-4-advanced-features-user-instance-management.md): Certification: Foundation Level V1.3
- [Session 4: Recap](https://help.cutover.com/en/articles/6922294-session-4-recap.md): Certification: Foundation Level V1.3
- [Certification Assessment](https://help.cutover.com/en/articles/6922300-certification-assessment.md): Certification: Foundation Level V1.3

## Cutover AI

- [Cutover AI](https://help.cutover.com/en/articles/11310282-cutover-ai.md): Accelerate your runbooks with the power of AI
- [Cutover AI Summarize](https://help.cutover.com/en/articles/11315875-cutover-ai-summarize.md): Learn how to take structured runbook data and generate an editable summary.
- [Cutover AI Create](https://help.cutover.com/en/articles/11315870-cutover-ai-create.md): Learn how to build and customize runbooks with Cutover AI Create.
- [AI Assistant](https://help.cutover.com/en/articles/13621942-ai-assistant.md): Learn about the Cutover AI Assistant, a built-in conversational tool that helps you understand, manage, and improve runbooks, templates, and snippets using natural language.
- [Cutover AI Data Security: What Happens to Your Data](https://help.cutover.com/en/articles/15325948-cutover-ai-data-security-what-happens-to-your-data.md): Understand where your data is processed, what is retained, and how Cutover AI protects customer information.