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Playbooks

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Photo of Calvin Multanen
Reporting on Current/Next Playbook Task?
Hi there, Does anyone know if it is possible to build a report on the current open task in a playbook? For example, our implementation t...
  • 1 me too
  • 1 reply
  • Question
Photo of Amanda Neil
Ability to have a Parent Task within Success Plans
Our use case is specific to adding sub tasks within the Success Plans.  Today we have a Success Plan created but need a way to have a mor...
  • 4 me toos
  • 3 replies
  • Idea
Photo of Amanda Neil
History tracking for CTA, pushing out the due date
Use case is a CSM will move out the date on a Task that is a part of the playbook and there is no way to track this change or see why the...
  • 1 me too
  • 3 replies
  • Idea
Photo of Joel Peasley
Customer Success Plan Edit Functionality for External User
Success Plans are a great way to track where you are at on a project. My team feels that if the success plan were more interactive they c...
  • 11 me toos
  • 2 replies
  • Idea
  • Under Consideration
Photo of Nancy Burdzel, Sr Manager Client Analytics & Interventions
Viewing attachments in templates created via email assist
We attach client facing documents to templates created via email assist.  As a CSM, I want to be able to view these attachments in the te...
  • 5 me toos
  • 1 reply
  • Idea
Photo of Sarah Johnson
Pre-fill To and CC fields with Email Assist / Email Template / CTA Email Task
Is there a way to pre-populate both Contacts and Users in the To and CC fields of an email when launched from a CTA's Email Task / using ...
  • 4 me toos
  • 1 reply
  • Question
Photo of Lori Austin
Identical Tasks across Playbooks
It would be great if you could create tasks that could be created and then used across multiple Playbooks. Allowing consistency on how a ...
  • 2 me toos
  • 0 replies
  • Idea
Photo of Jeff Kirkpatrick
Create a Timeline task type in Playbooks
I really like the timeline and the way it has been evolving, especially now with the new Timeline tab that provides a holistic view of ti...
  • 4 me toos
  • 1 reply
  • Idea
Photo of Diana Luo
Playbooks not available error message / CTAs dropdown blank
Hi, has anyone else experienced a "Playbooks not available" error message, and/or a blank dropdown in the Reason field when adding a CTA?...
  • 1 me too
  • 4 replies
  • Problem
  • Solved
Photo of Sarah Post
Show CTA Name on Playbook Tasks
Customer request: when looking at a subtask in a CTA (i.e. a Playbook task) it would be helpful to show the name of the CTA on the task p...
  • 1 me too
  • 3 replies
  • Idea
  • Implemented
Photo of Britton Walker
CSM can't see email open data in a playbook task
I have a CSM that can't consistently see the email open data in the playbook tasks. Sometimes the data loads, but usually nothing happens...
  • 1 me too
  • 0 replies
  • Problem
  • Acknowledged