Notifications and updates

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There are multiple ways to receive collaborative playbook updates and notifications.

Status updates

Status updates ensure that stakeholders remain informed about the playbook run's progress.

You can post a status update from the run channel and you can also configure the playbook to send a reminder to post a status update.

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1. To post a status update, access the Playbooks tab in Mattermost. Select the run you want to post the update for. In the run details page, select Post update.
   • If this is the first status update and the playbook has a defined template, that template will be pre-populated here.
   • If this is a subsequent status update, the message from the last status update will be pre-populated here.
2. Optionally set a reminder to prompt for the next status update.
   • If this is the first status update and the playbook has a defined default reminder timer, that timer will be pre-selected here.
   • If this is a subsequent status update, the last reminder timer will be pre-populated here.
3. Select Post update to post your status update.

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From Mattermost v11.1 and mobile v2.34.0, mobile users can post status updates directly from the Mattermost mobile app:

1. Open a playbook run from your mobile app.
2. Select the status update button that appears when viewing the run details.
3. In the status update modal:
   • If this is your first status update and the playbook has a status update template, the template content will be pre-populated.
   • For subsequent updates, your most recent status update content will be pre-populated.
   • The modal header shows how many people and channels will receive your status update.
4. Select your reminder timing from the predefined options available in the mobile app.
5. Select Post update to share your status update.

<Note>

• The status update button is only available to participants in the playbook run and is disabled when the run is finished.
• Mobile time selector options are limited to predefined choices, unlike the web interface which allows custom date entry.

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When the playbook has a defined broadcast channel, status updates are copied to the broadcast channel as a message from the Playbooks bot. Status updates broadcast to another channel won’t be updated or removed if the original post is edited or deleted.

The most recent status post alsos displays in the right-hand sidebar of the run channel and in the timeline. To correct or remove a status post, edit or delete the post as needed.

Request an update

To request a status update, access the Playbooks tab in Mattermost. Select the run you want an update for. In the run details page, select the menu next to Post update and select Request update.

<Note>

Requesting updates is only available in the web browser and desktop app. This functionality is not available on mobile.

</Note>

Follow runs and playbooks

Follow specific playbooks to receive updates on important events such as when a run is started and finished, as well as status and retrospective updates every time that playbook is run. This is a good option if you're interested in all instances of a specific workflow, such as an outage resolution playbook.

You can also choose to follow a specific run without actively participating. You’ll receive updates for that run only and can take action if needed. This is useful when you’re only interested in a single instance of a procedure—for example, following onboarding for one specific customer rather than every onboarding run.

<Note>

Following playbooks and runs is only available in the web browser and desktop app. This functionality is not available on mobile.

</Note>

Daily digest

To help you keep track of your runs, tasks, and statuses, a daily digest is sent via direct message in Mattermost.

Running playbooks in multiple channels can be overwhelming. The daily digest is sent once a day, in the morning. It lists the actionable items for each run, as well as any outstanding tasks or status updates required. Select the run name to move to that channel.

The digest is on by default. To turn it off, use the slash command /playbook settings digest off.

Playbook to do

As you complete tasks and finish runs, you can update the details in the digest using the slash command /playbook todo. This slash command can be run in any channel, direct message, or group message. Once run, it delivers an updated digest which includes a list of active runs you belong to.