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New Idea

Organize playbooks in a taxonomy similar to reports

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jean.nairon
lane_h
elaine_cleary
jonathan_mann
  • jean.nairon
    jean.nairon
  • lane_h
    lane_h
  • elaine_cleary
    elaine_cleary
  • jonathan_mann
    jonathan_mann

matt_machczynski
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 ⭐️
  • 1134 replies
  • 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 ⭐️⭐️⭐️
  • 11 replies
  • September 15, 2017
I would prefer to group playbooks in folders similar to reports

Thank you,
Kyle

Reply


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