Updates to Playbooks
A lot of our processes are still in flux, so we're constantly making updates to playbooks and success plan templates. It would be great if when you made changes, there was an option to push that change out to all open existing versions of that playbook or Success Plan. Maybe a checkbox or a button that asks if you'd like to apply the changes everywhere?
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I recently did a release without the playbook and the only way I could find to associate the new playbook was manually to each CTA - is there a better way?
Seems like this might be a good edition to the Mass Edit feature.
Giving an option to cascade playbook changes to all open CTAs/ tasks means that we will be replacing the existing open task with the new updated task but this will result in loosing task attributes data which was manually entered by the CSM. Similar approach is taken while replacing/ re-applying a playbook. Do you think this approach will work for you?
Enhancing mass edit is in our roadmap and applying playbook in bulk will be a part of it. ETA to be decided.
Today while working on one of the customer request, I found that you can apply a playbook to a CTA by a rule(if not applied).
Based on the identifiers used in the CTA action, CTAs are up-serted (Type and Reason are default identifiers). If there is an existing CTA that matches the identifiers, then it is updated.
Here is a demo I did- https://share.vidyard.com/watch/1L5WWEnHPoMLKbVnRHC2r9
We understand the importance of this ask and this is definitely on our roadmap but may not be available until June. I will post further updates once I have more clarity on ETA.
Any updates on an ETA? I’ve seen more customers where they have tasks already created and it is a lot of work to manually replace the playbook depending on the amount of tasks where the template needs updating.
This is something that is definitely there on our roadmap but unfortunately, it's not there on our short-term roadmap. I will keep you updated as an when we make any progress on this.
This has also come up with adjustments on task due dates as success plans are refined. Customers would like the option to mass adjust existing plans and open tasks to the refined cadence of steps.
On this specifically, updating the SP Due Date and even the capability to make Objectives and tasks due dates dependent on the Active Date (SP Status = Active) would be amazing.
Huge +1 for this entire idea and thread though.
@jean.nairon @CurtisValentine @mathieu.brillon @jesse_reyes @sacha @foster.sean92
Is this still on the roadmap?
This is a huge need and one of the reasons our onboarding team is evaluating other tools for their onboarding playbooks.
This continues to be need for us as well
Thanks for the feedback and patience everyone. We have added this to our medium term roadmap. Once we start deep diving, we will reach out to you for feedback. Thanks!
Any update on ETA?
+1 on this one