Managing Playbooks

As your collection of playbooks grows over the season, you’ll need to keep things organized. UltiStackr provides tools for editing, duplicating, locking, deleting, and controlling access to your playbooks and plays — so you can keep your tactical library clean and your team focused on the right material.

Editing Playbook Settings

To update a playbook’s basic information:

1. Open the playbook
2. Click the Settings icon (gear) or navigate to the playbook’s settings page
3. You can edit:
   • Name — Rename the playbook (e.g., update “Pre-Season Offense” to “2026 Spring Offense”)
   • Description — Update the summary to reflect the current state of the playbook
4. Changes save automatically

Duplicating Playbooks

Duplicating creates an exact copy of an entire playbook, including all of its plays, steps, trails, and annotations.

How to Duplicate

1. Open the playbook you want to copy
2. Click the More menu (three dots)
3. Select Duplicate Playbook
4. The copy is created with the name “[Original Name] (Copy)”
5. Rename it to something meaningful

When to Duplicate

• Seasonal iteration — Duplicate last season’s playbook as a starting point for the new season, then modify and remove plays as needed
• Variant playbooks — Create an “A-team” and “B-team” version of the same playbook with different complexity levels
• Backup before major changes — Duplicate before overhauling a playbook so you can always revert
• Sharing a template — Duplicate a teaching playbook and customize it for a specific team or clinic

Locking Plays

Locking a play prevents anyone with Editor access from modifying it. Only the playbook owner (or a user with owner-level permissions) can lock or unlock plays.

How to Lock a Play

1. Open the play in the Play Designer
2. Click the More menu (three dots)
3. Select Lock Play
4. The play now shows a lock indicator

Locked plays:

• Can still be viewed and played back by anyone with access
• Cannot be edited — tokens, trails, annotations, and steps are all read-only
• Can still be duplicated (the duplicate will be unlocked)
• Can be unlocked by the playbook owner at any time

When to Lock Plays

Common locking scenarios:

• Game-day playbooks — Lock all plays before game day so the versions your team studied are the versions you run
• Core offensive sets — Lock your foundational plays (vertical stack initiation, endzone sets) that shouldn’t change mid-season
• Shared playbooks with many editors — Lock the plays that are done while leaving new or in-progress plays unlocked for collaboration

Unlocking a Play

1. Open the locked play
2. Click the More menu (three dots)
3. Select Unlock Play
4. The play is now editable again

Deleting Playbooks and Plays

Deleting a Play

1. Open the playbook containing the play
2. Find the play in the play list
3. Click the More menu (three dots) on the play
4. Select Delete Play
5. Confirm the deletion

Deleting a Playbook

1. Open the playbook
2. Go to Settings (gear icon)
3. Scroll to the bottom and click Delete Playbook
4. Confirm the deletion

Deleting a playbook removes:

• The playbook itself
• All plays within the playbook
• All sharing settings and access permissions

Users who had the playbook shared with them will lose access immediately.

Visibility Controls

Playbook visibility determines who can discover and access your playbook. You have two options:

Private

• Only you and explicitly shared users/teams can see it
• Default for all new playbooks
• Switch to private at any time to revoke public access

Public

• Anyone on UltiStackr can discover and view the playbook
• Useful for community sharing, coaching clinics, or showcase content
• Public does not grant edit access — viewers can only read

To change visibility:

1. Open the playbook
2. Go to Settings (gear icon)
3. Toggle between Private and Public under Visibility

For more details on sharing workflows, see Sharing Playbooks.

Copying Plays Between Playbooks

Sometimes a play belongs in more than one playbook, or you want to move a play from a draft playbook to a team playbook.

Copying a Play

1. Open the play you want to copy
2. Click the More menu (three dots)
3. Select Copy to…
4. Choose the destination playbook
5. The play is duplicated into the target playbook

The original play remains in its current playbook. The copy is fully independent — editing one does not affect the other.

Bulk Operations

When managing a large playbook, individual actions can be slow. UltiStackr supports bulk operations for common tasks:

Selecting Multiple Plays

1. In the playbook’s play list, enter selection mode (long press or click the checkbox toggle)
2. Tap on each play you want to include in the selection
3. Use Select All to select every play in the playbook

Available Bulk Actions

Once multiple plays are selected, the bulk action bar appears with options:

• Lock — Lock all selected plays at once
• Unlock — Unlock all selected plays at once
• Delete — Delete all selected plays (with confirmation)
• Copy to… — Copy all selected plays to another playbook

Bulk operations are especially useful when:

• Preparing a playbook for game day (lock everything)
• Cleaning up after a season (delete outdated plays)
• Splitting a large playbook into smaller focused ones (copy subsets)

Organizing Your Playbook Library

As you accumulate playbooks over multiple seasons, here are some strategies for keeping things manageable:

Naming Conventions

Use a consistent naming scheme:

• By season: “Spring 2026 Offense”, “Fall 2026 Zone D”
• By purpose: “Tournament Playbook”, “Practice Teaching Plays”, “Scouting - Rival FC”
• By level: “Beginner Concepts”, “Advanced Endzone Sets”

Archiving Old Playbooks

While UltiStackr doesn’t have a dedicated archive feature, you can:

• Prefix old playbooks with “Archive -” to push them to the bottom of alphabetical lists
• Set old playbooks to Private so they don’t clutter shared views
• Keep a “master” playbook that you update each season and duplicate old versions for reference

Playbook per Context

Consider maintaining separate playbooks for different contexts:

What’s Next

• Creating a Playbook — Set up a new playbook from scratch
• Sharing Playbooks — Get your playbooks in front of the right people
• Play Designer — Jump back into the editor to build new plays