Getting Started

Mattermost Playbooks is included in the Mattermost Cloud workspace, enabled by default, and upgraded automatically.

For self-managed deployments

Mattermost Playbooks is available in the Plugin Marketplace:

  1. As a System Admin, go to Main Menu > Plugin Marketplace.

  2. Search for Playbooks.

  3. Select Install if not yet installed, then select Configure to enable.

  4. From the plugin configuration page, set Enable Plugin to true.

  5. Select Save to enable the plugin.

Accessing and Navigating Playbooks

  • From the Main Menu, select Playbooks to view runs, configure playbooks, and modify settings. System Admins have unrestricted access.

  • From the channel header, select the Playbook icon in the channel header to open the right-hand sidebar. From there, you can start a new playbook run using a playbook or a playbook template.

Finding playbook runs

When you’re in a channel with an active run, select the Playbook icon in the channel header to open the right-hand sidebar to view the run details. Information such as run name and description can be edited in-line, and the checklists can be collapsed and filtered based on their status.

To find all playbook runs, select Main Menu > Playbooks. Select a run to view its overview. Select Go to channel to open the run’s channel.

Viewing playbooks

Playbooks are accessed via Main Menu > Playbooks in Mattermost, where you can also view a list of templates.

When you’re in a channel that’s not running a playbook, select the Playbook icon in the channel header to open the right-hand sidebar and view the list of playbooks and templates available for your team.

API Documentation

To interact with the data model programmatically, consult the REST API specification.