D: In todayโs fast-paced work environment, teams need tools that streamline collaboration, automate workflows, and keep everyone aligned. Mattermost Playbooks & Boards are powerful features designed to do just that! Whether you’re managing incidents, running sprints, or tracking projects, these tools help teams work smarterโnot harder.
Letโs dive deep into how they work, why they matter, and how your team can leverage them for maximum efficiency.
๐ What Are Mattermost Playbooks & Boards?
1๏ธโฃ Mattermost Playbooks: Structured Workflows for Repeatable Processes
Playbooks are pre-defined workflows that guide teams through complex or repetitive tasksโthink incident response, customer onboarding, or release management.
โ Key Features:
- Checklists โ Break tasks into actionable steps.
- Automation โ Trigger actions (e.g., alerts, status updates) based on events.
- Templates โ Save and reuse workflows.
- Reporting โ Track progress and identify bottlenecks.
๐ Example:
An IT team uses a Security Incident Playbook to:
1๏ธโฃ Detect an issue โ 2๏ธโฃ Assign roles (e.g., Incident Commander) โ 3๏ธโฃ Run diagnostics โ 4๏ธโฃ Resolve & document.
2๏ธโฃ Mattermost Boards: Visual Project Management
Boards provide Kanban-style task tracking, making it easy to visualize work in progress (WIP), assign tasks, and monitor deadlines.
โ Key Features:
- Customizable Columns (e.g., “To-Do,” “In Progress,” “Done”).
- Drag-and-Drop Cards for seamless task management.
- Integrations with GitHub, Jira, and more.
- Templates for Agile, Bug Tracking, etc.
๐ Example:
A dev team uses a Sprint Board to:
๐ Backlog โ ๐ In Development โ โ
QA Testing โ ๐ Deployed.
๐ฏ Why Use Playbooks & Boards?
๐ Boost Efficiency
- Reduce human error with standardized workflows.
- Eliminate repetitive questions (e.g., “Whatโs next?”).
๐ค Improve Collaboration
- Centralize communication (no more scattered Slack/email threads).
- Assign clear ownership (who does what?).
๐ Data-Driven Decisions
- Track metrics (e.g., resolution time, task completion rate).
- Identify bottlenecks (e.g., QA delays).
๐ How to Get Started
1๏ธโฃ Set Up a Playbook
- Go to Mattermost โ Playbooks.
- Choose a template (or create a custom one).
- Define checklists, automation, and permissions.
2๏ธโฃ Create a Board
- Navigate to Mattermost โ Boards.
- Pick a template (e.g., “Agile Sprint”).
- Customize columns, cards, and assignees.
๐ก Pro Tip:
Integrate with CI/CD tools (e.g., Jenkins) to auto-update boards when code deploys!
๐ฅ Real-World Use Cases
Industry | Playbook/Board Use | Benefit |
---|---|---|
IT/DevOps | Incident Response Playbook | Faster resolution |
Marketing | Campaign Launch Board | Better deadline tracking |
HR | Employee Onboarding Playbook | Smoother hires |
๐ข Final Thoughts
Mattermost Playbooks & Boards turn chaos into clarity. Whether you’re:
โ๏ธ Managing crises (Playbooks)
โ๏ธ Tracking projects (Boards)
โ๏ธ Streamlining daily ops (Both)
โฆthese tools help teams stay organized, aligned, and productive.
๐ Ready to try? Check out Mattermostโs official docs for step-by-step guides!
๐ฌ How does your team use Playbooks & Boards? Share below! ๐