Skip to main content
matt_machczynski
Contributor ⭐️⭐️
March 28, 2017

Organize playbooks in a taxonomy similar to reports

  • March 28, 2017
  • 2 replies
  • 39 views
This is similar to https://community.gainsight.com/gainsight/topics/playbooks-better-filtering-or-limiting-view; however, more specific in that Gainsight can probably use the taxonomy concept it has with reports and extend that to playbooks.  As the number of playbooks grow, the visual pollution increases and it becomes difficult to navigate to the proper one outside of starting to use clunky namespaces.

    2 replies

    nitisha_rathi
    Expert ⭐️⭐️
    March 30, 2017
    Hi Matt,

    Thanks for the idea. Would you prefer grouping playbooks in folders, similar to the way reports are organized or would adding tags do the trick, you can then filter/ search playbooks based on these tags.

    Thanks,
    Nitisha
    kyle_s
    Contributor ⭐️⭐️⭐️
    September 15, 2017
    I would prefer to group playbooks in folders similar to reports

    Thank you,
    Kyle