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Add inline indicators and a flyout panel within the Delivery Plan view so users can see when a Work Item is backed by Playbook guidance — and view the related Playbook content without leaving their delivery workspace.
Once a workspace is activated, most users operate out of the Delivery Plan, not the Playbook Library. Yet many Work Items in the plan (Activities, Engagement Artifacts, etc.) originate directly from a Playbook Framework.
Without clear linkage, users may not understand:
Why a Work Item is there
How it’s meant to be executed
What good looks like (e.g., Deliverables, methods, assets)
The Inline Flyout provides real-time, in-context visibility into the purpose and background of each item — helping teams execute with clarity and consistency.
Given a Work Item is present in the Delivery Plan,
When it was generated from a Playbook,
Then the Work Item should display a visual indicator (e.g., icon or tag) showing it’s Playbook-backed.
Given the Playbook indicator is present,
When the user clicks or hovers on it,
Then a flyout panel should appear showing the associated Playbook name, Framework, and a link to open the full Playbook page.
Given the flyout is expanded,
When visible,
Then it should include:
The Work Item’s definition and purpose from the Playbook
Recommended guidance or methods
Any linked assets or deliverable examples
A link to view the full Framework context (optional)
Given the Work Item was manually added or edited,
When it’s not tied to any Playbook,
Then no Playbook indicator should be shown.
Given the user navigates to the full Playbook Framework page from the flyout,
When they return to the Delivery Plan,
Then they should return to the same scroll position and view.
Given the flyout needs to be non-intrusive,
When opened,
Then it should display inline without taking the user out of the workspace or redirecting the full screen.
Garrett Kelchner
