Add an activity to a playbook

task australia Updated Sep 10, 2026 1 min read playbook-add-optional-activity.md
Raw file servicenow.com

Add preselected optional activities to a Playbook Experience if available.

Before you begin

Role required: agent

About this task

Add and complete optional playbook activities in a running playbook. This example shows how an optional activity can be added to a playbook. Playbook admins must pre-configure optional activities. You cannot insert an optional activity as the first activity in a stage or between two finished activities. Some optional activities can be added to any stage while others can only be added to a single stage. If optional activities are not configured for a playbook, no optional activities will be available.

Procedure

  1. Open a playbook in workspace.

  2. Select the action menu icon ([Omitted image "playbook-ellipses.png"] Alt text: Playbook action menu icon).

  3. Select Add Activity.

    [Omitted image "playbook-add-activity-button.png"] Alt text: Add Activity button to add optional activities.

    Note: Add Activity will not display if no optional activities available in this stage.

  4. Select + Add activity here in the location you want to add the activity to the playbook.

    [Omitted image "playbook-add-activity-here.png"] Alt text: Add an activity to a playbook by selecting + Add activity here.

  5. Select the activity you would like to add to the playbook.

    [Omitted image "playbook-add-activity-select.png"] Alt text: Add activity modal.

  6. Select Done.

    The selected optional activity appears in your playbook.

Result

The selected optional activity appears in your playbook.

[Omitted image "playbook-add-activity-complete.png"] Alt text: Optional activities appear in the location selected.

Parent Topic:Running Playbook Experience

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