Archive Old Playbooks

Hi Trevor!

I agree that this would be very helpful, especially as we're changing processes, it would be nice to keep some sort of version control.

I agree! Anything to keep things organized and clean is a VOTE for me!

Hi Trevor,

Thanks for sharing this. When you mean archive, is it having the ability to make a playbook inactive (so that it is not available to for use anymore)?

Also, do you see this happening a lot / making lot of playbooks inactive? Since showing inactive playbooks as well might the screen cluttered

Hi Kendra,

By version control, do you mean having multiple versions of the same playbook ? Or would having the ability to mark a playbook as inactive be sufficient?

Making inactive would support our use case. Today, we're copying over tasks and descriptions to a spreadsheet before we delete them so we don't lose the history.

Inactive is fine. Could we create a toggle like we have for the rules engine that allows us to show or hide active and inactive rules?

Got it.

Thanks for sharing this Trevor. Do you make playbooks inactive often / is that number high?

I posted this a few months ago and Gainsight PM said they had on their roadmap a plan to have "active"/"inactive" playbooks. That was 3 months ago.

I am not sure what number you are refering to, but I'd say we review playbooks a few times a year. As we gain users, across new functions, I also expect that number to grow.

I would also appreciate this! Or the ability to move the playbooks into an 'Archive' folder like we can now do with email templates.

I don't want to lose the playbooks we have created in case we decide to 'resucitate' them and would have to create them from scratch again