Clone Playbooks with Email assist tasks

  • 6
  • Question
  • Updated 1 month ago
  • Acknowledged
I need to clone playbooks from Account level to relationship level. Most of my playbooks have email assist tasks included. Why can't I clone these playbooks given that they are going to use exactly the same email templates?
Photo of Angela Felicissimo

Angela Felicissimo

  • 308 Points 250 badge 2x thumb
  • frustrated

Posted 4 months ago

  • 6
Photo of Sai Ram Pulluri

Sai Ram Pulluri, Official Rep

  • 10,000 Points 10k badge 2x thumb
@Angela, This is a valid ask.
Currently this is not in our road map. I am adding this to our road map and redirecting this to our Product team .

We will get back to you if at all we need more inputs on this. Thanks for the post,
Photo of Hitesh Sharma

Hitesh Sharma, Employee

  • 4,180 Points 4k badge 2x thumb
Hi Angela,

To give more context,

Initially we had Email Templates 1.0 which were segregated by Account and Relationship entities, hence cloning of Email Task was not given. For Email Template 2.0 this should not be an problem, but still we do support Email Template 1.0, so this would be tricky to handle.

Regards,
Hitesh
Photo of Renee House

Renee House, Champion

  • 3,466 Points 3k badge 2x thumb
+1 This would be a huge timesaver for my team!