How do I create a new Playbook?

1. Click Workflows > TeamSync
2. Select the Team. You can create a Playbook by either clicking the 3 vertical dots located within each member’s box or accessing the Playbooks tab.
   • • Note:  You also have the option to create a member playbook directly from the Analysis tab when you select a member profile and click View Details.
3. Click +Create Playbook
4. Select the Team Member(s) from the drop-down list, then select the appropriate Playbook.  You can pick the Self Development Playbook, whereas if you choose the Working Together Playbook, you'll need to select two members.
5. Enter a Label (optional)
   • • Note: The employee will not see the label, it is solely for organizational purposes within the McQuaig platform
6. Click Save

Once the steps are completed the team member(s) will receive an email to launch their playbook and create their login.