Managing Runbooks

Need some help managing your runbooks within Onwardly? This article will show you how to create, edit and delete a runbook in Onwardly.

Login to Onwardly.
On the Dashboard page, click on the Runbooks tab located on the left of the page under the Resources section. This will take you to the Runbooks page.
On the Runbooks page, click on New runbook located on the top right of the page. This will take you to the Create a new runbook page.
Enter the details of the new runbook into the provided boxes. These include:
1. Name
2. Notes
Once the details have been entered click Create to create a new runbook for your Onwardly program. This will take you to the runbook page where you can view your newly created runbook.

Login to Onwardly.
On the Dashboard page, click on the Runbooks tab located on the left of the page under the Resources section. This will take you to the Runbooks page.
On the Runbooks page, click on Edit located on the right of the page for the runbook you wish to edit. This will take you to the edit runbook page.
You can also edit the runbook by clicking on the name and then selecting Edit this runbook at the bottom of the runbook's page
Enter the details of the runbook into the provided boxes that you wish to edit. These include:
1. Name
2. Notes
Once the runbook details have been edited, click on Save to update your changes to the runbook.

Login to Onwardly.
On the Dashboard page, click on the Runbooks tab located on the left of the page under the Resources section. This will take you to the Runbooks page.
On the Runbooks page, click Delete located on the right of the page for the runbook you wish to delete.
Click on Delete to remove the runbook from your Onwardly program.