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Playbooks

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Photo of Jeff Kirkpatrick
Playbooks: "Draft" and "Published" statuses for Playbooks
Would be nice if you could create playbooks in a draft state, preventing them from being visible to end users until you're ready to "publ...
  • 1 me too
  • 1 reply
  • Idea
Photo of Andrew Biehle
Ability to mass edit playbooks attached to CTA's via Mass Edit Tool.
It might be cool to have the ability to edit the playbook attached to CTA's via mass edit vs doing it manually which is what you have to ...
  • 10 me toos
  • 1 reply
  • Idea
Photo of Katerina Nemcova
Automate a CTA to a CSM rather than an account?
Is there a way to automate a CTA to a CSM, rather than an account? I'd like to be able to send a reminder to do something in Gainsight to...
  • 1 me too
  • 2 replies
  • Question
  • In Progress
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...
  • 12 me toos
  • 3 replies
  • Idea
  • Under Consideration
Photo of Sarah Kiani
Email Task without Playbook
I was wondering if there is a way to create a CTA email task without adding a playbook to it. I don't see any option to associate an emai...
  • 6 me toos
  • 6 replies
  • Idea
Photo of Jessie Brainerd
Require admin approval prior to publishing a Playbook
I have a client who would like to give multiple CSMs the ability to create Playbooks, but to allow for governance around Playbook publish...
  • 2 me toos
  • 1 reply
  • Idea
Photo of Sarah Kiani
Deleting a Playbook
Can any user in Gainsight delete a playbook (assigned or not assigned to them)? Is there a way to modify this permission?
  • 1 me too
  • 2 replies
  • Question
  • Answered
Photo of Jake Cohen
Email Templates to Show # of Playbooks Using Template
The email-templates tab shows how many Outreaches are using each template, but it does now show how many Playbooks are using a template. ...
  • 6 me toos
  • 2 replies
  • Idea
  • Under Consideration
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
  • Answered
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 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...
  • 8 me toos
  • 1 reply
  • Idea
  • Not Planned
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