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November 10, 2022

Action Items

Playbook Tasks

Playbook Tasks

📚 Playbook Tasks

We are excited to launch Playbook Tasks, a checklist of pre-populated tasks whenever an incident starts that matches a specific criteria (e.g. security, high severity, etc.).

Consistency in incident response is everything. With playbook tasks, responders can work through a structured and interactive list of to-dos. Helpful for new responders who may not know the ropes, sensitive incidents that have regulatory requirements, and more.

  • Ability to pre-assign tasks or ad-hoc in both Slack and Web Platform
  • Lives alongside all other action items
  • Assign tasks to users or teams
  • Tasks can be enriched with markdown
  • Dynamically populates based on updates to the incident
  • Optionally track all tasks in Jira

Live today, customers can find it nested under Playbooks.


🌝 New & Improved

🆕 Date and time custom field option
🆕 Numbers custom field option
🆕 Multiple corporate domains can be associated to a single Rootly workspace
🆕 Workflow task for updating PagerDuty and Opsgenie incident
🆕 Support for PAT (personal access tokens) for Jira and Confluence on-premise
🆕 Ability to filter form and custom fields
💅 Incident number added to incident list view on Web Platform
💅 Opsgenie workflow templates for escalating incidents
💅 Changelog now part of Rootly.com primary navigation for easier access
💅 Backfilled incidents automatically get created in a resolved state
💅 Incident timeline event colours coordinate with incident status
💅 Incident timeline displays date and time together
💅 Form field tags polished to be less noisy
💅 Notifying main #incident channels has been migrated to workflows automatically
🐛 Fixed issue where /incident integrations did not give the ability to edit Zoom links
🐛 Fixed issue where unsubscribe from email notification settings were not saving
🐛 Fixed issue where some drop-downs in Slack e.g. Services did not populate when clicked

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Fields List View and More UX Improvements for Forms & Form Fields

Bulk Actions for Incidents and Workflows

Share and Set Permissions for Rootly Metrics Dashboards

Bulk Edit Task and Follow-up Action Items

Create Fully Custom Slack Forms Using Our New Form Builder

Specify Public vs Internal Incident Titles on Your Rootly Status Pages

Integrate with Multiple Instances of Jira and Confluence

Auto map any user from PagerDuty and Jira to Rootly incidents with new user lookup

Customize Your Incident Overview Banner in Slack

Improved Confluence Retrospective Templates

Workflows Can Now Automatically Update Previously Posted Slack Messages

Automate Component Status Updates on Statuspage.io

Rootly Joins the Vendr+ Marketplace

Assign Multiple Users to the Same Incident Role

Incident Triage: Investigate Potential Incidents Faster

Rootly + Fivetran Data Connector Integration

Less Noise, More Flexibility: New Slack Notification & Emoji Options

SCIM Group Support: Access Control Made Easy at Enterprise Scale

Integrate With External Systems via HTTP Client

Custom Google Doc Permissions

Advanced Slack Customization via Slack Blocks

Notion Projects Integration with Rootly

WhatsApp Integration

Manually Export Action Items to Ticketing Apps (Jira, Zendesk, Linear, and more)

Automated Dashboard Reports