How to write, edit, duplicate and delete Playbooks in the Windows app, what each field means, and the difference between a personal and a project Playbook.
Mac appAvailable
Windows appAvailable
Playbooks are managed in one window. Open the Playbooks menu in the menu bar and choose Manage Playbooks…. To run a Playbook, see Playbooks.
The Playbooks window: your list on the left, the selected Playbook on the right.
Make a new Playbook
Press New
Press New under the search box. Use Search Playbooks to find an existing one.
Name it
Fill in the fields at the top.
Field
What it is for
Save in
Personal keeps it for you, in every project. Current project keeps it with the project that is open.
Command name
The word you type after the slash. Up to 64 letters, numbers, hyphens or underscores, starting with a letter or number.
Display name
The title shown in lists.
Description
One line saying what it does.
When to use
A note on when it fits.
Write the instructions
Write what Haruno should do in Instructions. If a short note is all you have, press AI Optimize beside the field. It turns the note into full instructions. Undo brings your own text back.
Add parameters if you need them
Open Parameters to add blanks that you fill in each time you run it. Parameter hint is a short reminder, such as <company>. In Parameter names (space separated), list the names with a space between them. Use a name in the instructions with a dollar sign, for example $company. A name can use letters, numbers, hyphens and underscores. It cannot be only digits, and each name must be different.
Save
Press Save. Cancel throws away your changes and closes the window.
If you have no project open, Current project is unavailable and the window says to open a project to save Playbooks there. You can change Save in later. Saving then moves the Playbook, and the window tells you so.
Edit, copy and delete
Click a Playbook in the list to open it.
Duplicate makes a copy to start from.
Show in Explorer opens the folder that holds it. For a learned Playbook it opens the folder Haruno saved it in.
Delete moves it to the Recycle Bin after you confirm, so it can be recovered.
Keep as My Playbook appears on a Learned by Haruno Playbook. It copies the Playbook into your list and removes the learned copy in one step. If the copy cannot be made, nothing changes.
Built into Haruno Playbooks are read-only. You can open them to read what they do, and they have no Save, Duplicate or Delete.
A small person icon marks a personal Playbook. A folder icon marks a project one.
The window shows up to 500 Playbooks from each place. If there are more, it says so.
When saving does not work
If the Playbook was changed outside the window while you were editing, Haruno keeps your text on screen and asks you to reopen the Playbook to see the latest version. Some documents cannot be edited reliably here. They are shown read-only, with a note to open them in a text editor. A name already in use is refused.
What to tell a customer
Start with one Playbook for a task done every week, such as a month review or a status email. Give it a parameter for the part that changes, so the customer only types the company name.