Playbook Tasks
📚 Playbook Tasks We are excited to launch Playbook Tasks, a checklist of pre-populated tasks whenever an incident starts that matches a specific criteria (e.g. security, high severity, etc.). Consistency in incident response is everything. With playbook tasks, responders can work through a struc
On this page
📚 Playbook Tasks
We are excited to launch Playbook Tasks, a checklist of pre-populated tasks whenever an incident starts that matches a specific criteria (e.g. security, high severity, etc.).
Consistency in incident response is everything. With playbook tasks, responders can work through a structured and interactive list of to-dos. Helpful for new responders who may not know the ropes, sensitive incidents that have regulatory requirements, and more.
- Ability to pre-assign tasks or ad-hoc in both Slack and Web Platform
- Lives alongside all other action items
- Assign tasks to users or teams
- Tasks can be enriched with markdown
- Dynamically populates based on updates to the incident
- Optionally track all tasks in Jira
Live today, customers can find it nested under Playbooks.
What else shipped
🆕 Date and time custom field option
🆕 Numbers custom field option
🆕 Multiple corporate domains can be associated to a single Rootly workspace
🆕 Workflow task for updating PagerDuty and Opsgenie incident
🆕 Support for PAT (personal access tokens) for Jira and Confluence on-premise
🆕 Ability to filter form and custom fields
💅 Incident number added to incident list view on Web Platform
💅 Opsgenie workflow templates for escalating incidents
💅 Changelog now part of Rootly.com primary navigation for easier access
💅 Backfilled incidents automatically get created in a resolved state
💅 Incident timeline event colours coordinate with incident status
💅 Incident timeline displays date and time together
💅 Form field tags polished to be less noisy
💅 Notifying main #incident channels has been migrated to workflows automatically
🐛 Fixed issue where /incident integrations did not give the ability to edit Zoom links
🐛 Fixed issue where unsubscribe from email notification settings were not saving
🐛 Fixed issue where some drop-downs in Slack e.g. Services did not populate when clicked
Editor’s note: Atlassian is retiring Opsgenie, with end-of-life scheduled for April 2027—factor a migration path into any evaluation.
Related changelogs
Custom fields on Action items.
Tag tasks and follow-ups with the same custom fields you use on incidents, then filter, report, and automate on them.
Introducing: Rootly x ClickUp! Our New Integration for Seamless Collaboration and Task-Tracking
We’re excited to introduce a brand new integration with ClickUp! ClickUp is a game-changing productivity tool that allows teams to centralize communications and tasks in one place, brainstorm ideas with Whiteboards, and draft plans together with collaborative Docs.
Bulk Edit Task and Follow-up Action Items
This week we’re highlighting the ability to edit action items (both tasks and follow-ups) in bulk, eliminating the tedious process of editing them one-by-one.