Design Preview: Playbooks on Mobile

Mattermost Playbooks is purpose-built for technical operators to move fast with digital checklists for repeatable workflows. In our ongoing mission to modernize processes, we’re excited to share an early look at Playbooks on Mobile. We aim to bring core Playbook capabilities to your phone or tablet—so you can manage incidents and tasks on the go.

Whether you’re on-site, in the field, or away from your desk, having Playbooks on mobile will help maintain process continuity from anywhere.

Here’s a demo video showing how Playbooks on Mobile will work:

Accessing Your Runs

We’re introducing a channel-level banner that highlights any runs associated with that channel. This makes it simple to track and participate in runs that are relevant to your current context. Just tap on the banner to dive into one of your runs. If no runs are active, the banner won’t appear.

When you tap into a run, you’ll see a familiar view from Playbooks on desktop showing the run name, summary, owner, task list, and all key details associated with the run.

Post Status Updates

Need to send a status update? Simply tap “Post update” and fill out the update based on the pre-set template.

Viewing and Completing Tasks

Tasks are at the core of every Playbook run. On mobile, you can check off completed tasks by tapping the checkbox, or open a bottom sheet with more details by clicking on the task.

Finishing a Run

When your work is done, you can finish a run right from your phone. A confirmation prompt ensures you’re ready to close out the workflow and lets everyone know that the run has concluded.


All of these capabilities will also be available on tablets and iPads.

License

Since Playbooks is only available in Enterprise, this new functionality on mobile will only be available in Enterprise plans when released.

Share your feedback with us

As we continue our process modernization journey, we’d love your thoughts on what else you’d like to see in Playbooks on Mobile. For instance:

  • Would starting a new run from mobile be helpful to your workflow?
  • Are there any specific Playbooks features you’d like to access on-the-go?

Contact our Fast Futures team at fastfutures@mattermost.com or share feedback here in the forum.

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