Getting started

Creating a new board

Step 1: Click on (+) to create a new board "Boards" are our version of dynamic folders you know..

Uploading files

Step 1: Drag files from your desktop and drop into a board You can also click on (+) Add to Upload..

Inviting a person to a board

Step 1: Access the board intended for collaboration. Step 2: Click on Share. Step 3: Invite by entering the collaborator’..

Favoriting an asset

Step 1: Select ❤️ in the top right corner of an asset in a board. There are multiple reactions available. Step..

Commenting on a file

Step 1: Click the comment icon in the top right corner of an asset in a board. You can also..

Grouping files

There are a ton of ways that grouping files can elevate your workflow! From managing versions of your work to..

Downloading a board

Step 1: Click the Settings icon (three dot icon). Step 2: Download 😉 It will start downloading the assets. Fun fact:..

Sharing files

Here are four simple ways to share files! Sharing a single file via link Step 1: Navigate to the file..

Sharing individual files

💡 Shared files aren't indexed by search engines like Google by default. Click on any individual file and Share..

Publishing a board

💡 Published Playbook boards aren't indexed by search engines like Google by default. Any questions about privacy? Ask on..

Playbook beta program

Beta program Be the first to try new Playbook tools Join our community of early adopters and gain exclusive access..