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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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Playbook Tasks

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