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Getting Started with

Playbooks.

A step-by-step walkthrough to help your staff go from install to a finished playbook — with videos and help articles at every step.

Getting Started drawing on

Offense

Getting Started Drawing on

Defense

5 Steps to Get Started

Set up Your Account

01

Add Users & Licenses

Set up your team's accounts and assign licenses so everyone has access from day one.

02

Install & Activate

Get the Playbook tool installed directly inside Microsoft Visio or PowerPoint.

03

Add Installation Package

Import your library and template folders so your content is organized from the start.

01

Build and Save your First Drawing

Within the Play Editor, you will create your first play, formation, or diagram.

02

Add Drawing to a Template

Drop your saved drawing into a template to start building out a finished presentation.

Visit our Help Center

Still stuck? Explore our full library of tutorials, how-to guides, and troubleshooting articles.

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