Instead of pulling the entire Playbook or Template it would be great to have the ability to chose which one should be added to the success plan..
Even better would be if I could drag and drop with an unser friendly interface. Lets say I have a success plan open on the left, on the right I have a list of potential onboarding tasks that are recommended. Because my engagement is very bespoke or some of the tasks have been previously completed, I just want to drag and drop the relevant ones into my success plan.
I think success plans need to be more flexible in general.