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How do I delete Playbooks and Playbook templates?

You can delete previously created Playbooks and custom Playbook Templates in the Crystal Dashboard.

You can delete a previously created Playbook from the Playbook list view, or within the Playbook itself.

From the Playbook list view:

Click on the 3-dot menu button on the right side of the Playbook you'd like to delete.

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From the Playbook view:

You can delete a previously created Playbook by opening the Playbook, clicking the “More” menu on the right side, and clicking “delete”. This will permanently delete your Playbook and cannot be reverted. 

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Delete Custom Playbook Templates

You can delete custom Playbook templates by hovering over the template and clicking the “x” that appears in the top right corner of the template.

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