μ›”. 8μ›” 18th, 2025

D: In today’s 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 smarterβ€”not harder.

Let’s dive deep into how they work, why they matter, and how your team can leverage them for maximum efficiency.


πŸ” What Are Mattermost Playbooks & Boards?

1️⃣ Mattermost Playbooks: Structured Workflows for Repeatable Processes

Playbooks are pre-defined workflows that guide teams through complex or repetitive tasksβ€”think incident response, customer onboarding, or release management.

βœ… Key Features:

  • Checklists – Break tasks into actionable steps.
  • Automation – Trigger actions (e.g., alerts, status updates) based on events.
  • Templates – Save and reuse workflows.
  • Reporting – Track progress and identify bottlenecks.

πŸ“Œ Example:
An IT team uses a Security Incident Playbook to:
1️⃣ Detect an issue β†’ 2️⃣ Assign roles (e.g., Incident Commander) β†’ 3️⃣ Run diagnostics β†’ 4️⃣ Resolve & document.

2️⃣ 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.

βœ… 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.

πŸ“Œ Example:
A dev team uses a Sprint Board to:
πŸ“‹ Backlog β†’ πŸ”„ In Development β†’ βœ… QA Testing β†’ πŸš€ Deployed.


🎯 Why Use Playbooks & Boards?

πŸš€ Boost Efficiency

  • Reduce human error with standardized workflows.
  • Eliminate repetitive questions (e.g., “What’s next?”).

🀝 Improve Collaboration

  • Centralize communication (no more scattered Slack/email threads).
  • Assign clear ownership (who does what?).

πŸ“Š Data-Driven Decisions

  • Track metrics (e.g., resolution time, task completion rate).
  • Identify bottlenecks (e.g., QA delays).

πŸ›  How to Get Started

1️⃣ Set Up a Playbook

  1. Go to Mattermost β†’ Playbooks.
  2. Choose a template (or create a custom one).
  3. Define checklists, automation, and permissions.

2️⃣ Create a Board

  1. Navigate to Mattermost β†’ Boards.
  2. Pick a template (e.g., “Agile Sprint”).
  3. Customize columns, cards, and assignees.

πŸ’‘ Pro Tip:
Integrate with CI/CD tools (e.g., Jenkins) to auto-update boards when code deploys!


πŸ”₯ 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

πŸ“’ Final Thoughts

Mattermost Playbooks & Boards turn chaos into clarity. Whether you’re:
βœ”οΈ Managing crises (Playbooks)
βœ”οΈ Tracking projects (Boards)
βœ”οΈ Streamlining daily ops (Both)

…these tools help teams stay organized, aligned, and productive.

πŸ”— Ready to try? Check out Mattermost’s official docs for step-by-step guides!

πŸ’¬ How does your team use Playbooks & Boards? Share below! πŸ‘‡

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