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Playbooks

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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 ...
  • 3 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 ...
  • 1 me too
  • 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