--- title: Playbooks Overview description: Learn how to use the Playbooks module to manage key compliance initiatives with step-by-step guides, customizable task tracking, and Kanban-style progress views. --- [Skip to content](https://knowledge.compliancygroup.com/home/a/solutions/articles/48001264381#main-content) English - United States Show submenu for translations [Submit a Ticket](https://knowledge.compliancygroup.com/home/kb-tickets/new?hsLang=en-us) [Go To Customer Portal](https://help.compliancygroup.com/home?hsLang=en-us) ![Compliancy Group](https://knowledge.compliancygroup.com/hs-fs/hubfs/Compliancy%20Group%20Logo%20Full%20RBG-sized.png?width=300&height=54&name=Compliancy%20Group%20Logo%20Full%20RBG-sized.png) Open main navigation Close main navigation - English - United States Show submenu for translations - [Submit a Ticket](https://knowledge.compliancygroup.com/home/kb-tickets/new) - [Go To Customer Portal](https://help.compliancygroup.com/home) How can we help you? - There are no suggestions because the search field is empty. 1. 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[Product Overviews](https://knowledge.compliancygroup.com/home/getting-started?hsLang=en-us#product-overviews) # Playbooks Overview Playbooks Overview   The **Playbooks**module provides a high-level, step-by-step summary of how to implement key compliance program initiatives.     **TABLE OF CONTENTS** - [Accessing the Playbooks](https://knowledge.compliancygroup.com/home/a/solutions/articles/48001264381#Accessing-the-Playbooks) - [Library Overview](https://knowledge.compliancygroup.com/home/a/solutions/articles/48001264381#Library-Overview) - [Activating and Navigating a Playbook](https://knowledge.compliancygroup.com/home/a/solutions/articles/48001264381#Activating-and-Navigating-a-Playbook) - [Managing Playbook Steps](https://knowledge.compliancygroup.com/home/a/solutions/articles/48001264381#Managing-Playbook-Steps)   **Accessing the Playbooks** Select **Playbooks** on the left-hand navigation menu ![](https://knowledge.compliancygroup.com/hubfs/Knowledge%20Base%20Import/kZ06WqBZRucPnip-yObMCTEbbgeeIqldhA.png)     Two tab options will then appear for selection: - **Active**: Displays guides already activated by the organization. - **Library**: Displays all guides available for the organization. **Library Overview**   In the **Library**, each tile provides details about the Playbook Guide. These include the guide's name, a description of its intended audience or purpose, the number of steps (referred to as "To Dos") required for completion, and an estimate of the days needed to complete it. *For instance, the "Implementing HIPAA for Small Practices or Providers" guide includes 15 steps and an estimated completion time of 120 days.*   ![](https://knowledge.compliancygroup.com/hubfs/Knowledge%20Base%20Import/N8dlhvJv0iTVceIzFFy3zXcsF5DYWOe2ew-1.png)   Clicking the **"Preview"** button on any tile opens an overview of the selected guide. This preview highlights the guide’s content, the total number of steps, and the estimated time for completion. It also provides a detailed breakdown of each step included in the guide.   ![](https://knowledge.compliancygroup.com/hubfs/Knowledge%20Base%20Import/dld_5TPHknLU2J1EEjg2gZw-dlI5J6sdwg-1.png)**Activating and Navigating a Playbook**   From the preview page, click **"Activate"** to add the guide to the **Active** section. In the Active section, select **"View Tasks"** to see the guide’s steps.   ![](https://knowledge.compliancygroup.com/hubfs/Knowledge%20Base%20Import/II1oDeG1Il4D1ptDcCtO34DB3Yp28Phtaw.png) The guide’s steps are displayed in three columns: 1. **To Do**: Steps not yet started. 2. **In Progress**: Steps currently being worked on. 3. **Done**: Completed steps. Steps can be dragged and dropped between columns on the Kanban board to reflect progress**.** *The steps do not need to be completed in the listed order.*   ![](https://knowledge.compliancygroup.com/hubfs/Knowledge%20Base%20Import/SmOBA0tnUDNc-TEZaGxqE61sHyiJMiLVHg-1.png)   **Managing Playbook Steps**   Clicking on a step allows you to view its details, which include a description of the compliance action required, specific tasks to complete in The Guard, the option to mark the step as "To Do," "In Progress," or "Completed," and a target date that defaults to the estimated completion date but can be adjusted.   ![](https://knowledge.compliancygroup.com/hubfs/Knowledge%20Base%20Import/wfsHdppCXtOs_D8g--eQsDS3whVr5CewMw-1.png) Once updated, changes to the step’s status or target date can be saved. 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