Playbook Version History

Last updated: November 10, 2026

Playbooks now track version history, so you can see every saved state of a playbook, compare versions, and restore a previous version if needed.

What is tracked

Version history is available for Review 2.0 playbooks and covers changes to:

  • Positions

  • Triggers

  • Parties

Checklist items and clauses can still be saved but are not tracked in version history.

Viewing version history

  1. Open a playbook from the Playbooks page.

  2. Click Version History.

  3. You will see a list of all saved versions, including:

    • The version number

    • When it was saved

    • Who saved it

If a previous version was restored, this is also indicated in the version history list.

Comparing versions

From the Version History panel, select any previous version to compare it against the current playbook. Changes between versions are highlighted so you can see exactly what was added, removed, or modified.

Restoring a previous version

If you want to roll back to an earlier version, select the version you want to restore and confirm the restore. The restored version becomes the current playbook and is logged in the version history, including which version it was restored from.

Notes

  • Version history is only available for Review 2.0 playbooks. Legacy playbooks are not covered.

  • For playbooks created from November 3, 2026 onward, the creator is shown on the playbook. For older playbooks, Workspace Owners and Admins can manually set the creator.