Using Playbooks
Start any real-life project—a new pet, a trip, an estate plan—from a ready-made, editable checklist binder.
What a playbook is
A playbook creates a full binder from a scenario template: the items, reminders, checklists, and attachments a real-life task tends to need. Playbooks come with Pro.
Start from a template
Templates exist for most household milestones: Pet Care, Travel Readiness, Elder Care, Emergency Preparedness, Home Maintenance, Vehicle Maintenance, Family Documents, Insurance Inventory, Warranty Details, Joint Asset Ownership, Shared Credential Vault, Trust Setup, Emergency Response, and more.
- 1 Open Playbooks and browse by category.
- 2 Choose a scenario and review what it will create.
- 3 Create the playbook, then delete items you don't need and fill in the rest.
- 4 Rename and re-color the binder so it fits your household's naming.
Describe anything with freeform AI
Didn't find a template? Describe the situation in a sentence—'my parents are moving to assisted living'—and Pro's AI drafts a playbook with the items, reminders, and checklists it suggests. Every draft is reviewed on-screen: duplicates are flagged, and nothing is saved until you approve it.
Playbooks pair well with sharing
A finished playbook is an ordinary binder, so you can share it like any other—the Elder Care playbook with a sibling, the Pet Care playbook with a sitter.