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trevor_shand
trevor_shand
Helper ⭐️
December 11, 2018

Archive Old Playbooks

  • December 11, 2018
  • 22 replies
  • 244 views
I'd like a way to archive old playbooks as opposed to simply deleting them. This would enable us to go back and review them to either revive part or all of them.

      22 replies

      kendra_mcclanahan
      kendra_mcclanahan
      Gainsight Employee ⭐️⭐️
      December 11, 2018
      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.

        faust_belarmino
        faust_belarmino
        Helper ⭐️⭐️
        December 11, 2018
        I agree! Anything to keep things organized and clean is a VOTE for me!

          aditya_marla
          aditya_marla
          Helper ⭐️⭐️⭐️
          December 12, 2018
          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

            aditya_marla
            aditya_marla
            Helper ⭐️⭐️⭐️
            December 12, 2018
            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?

            kendra_mcclanahan
            kendra_mcclanahan
            Gainsight Employee ⭐️⭐️
            December 12, 2018
            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.

            trevor_shand
            trevor_shandAuthor
            Helper ⭐️
            December 12, 2018
            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?

            aditya_marla
            aditya_marla
            Helper ⭐️⭐️⭐️
            December 26, 2018
            Got it.

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

            darkknight
            darkknight
            Expert ⭐️
            December 27, 2018
            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.

            Jeff Kirkpatrick
              trevor_shand
              trevor_shandAuthor
              Helper ⭐️
              January 7, 2019
              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.

              jo_massie
              jo_massie
              Contributor ⭐️⭐️
              July 24, 2019
              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

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