Playbook Tasks

πŸ“š 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.


🌝 New & Improved

πŸ†• Date and time custom field option
πŸ†• Numbers custom field option
πŸ†• Multiple corporate domains can be associated to a single Rootly workspace
πŸ†• Workflow task for updating PagerDuty and Opsgenie incident
πŸ†• Support for PAT (personal access tokens) for Jira and Confluence on-premise
πŸ†• Ability to filter form and custom fields
πŸ’… Incident number added to incident list view on Web Platform
πŸ’… Opsgenie workflow templates for escalating incidents
πŸ’… Changelog now part of Rootly.com primary navigation for easier access
πŸ’… Backfilled incidents automatically get created in a resolved state
πŸ’… Incident timeline event colours coordinate with incident status
πŸ’… Incident timeline displays date and time together
πŸ’… Form field tags polished to be less noisy
πŸ’… Notifying main #incident channels has been migrated to workflows automatically
πŸ› Fixed issue where /incident integrations did not give the ability to edit Zoom links
πŸ› Fixed issue where unsubscribe from email notification settings were not saving
πŸ› Fixed issue where some drop-downs in Slack e.g. Services did not populate when clicked



Rootly helps you respond to incidents faster as a team and learn to prevent them in the future.
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