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lori_dinardo
Contributor ⭐️⭐️⭐️⭐️
February 11, 2021
New Idea

Add the ability to export all playbooks and tasks regardless if they are in use or not

Related products:CS Cockpit & Playbooks
  • February 11, 2021
  • 11 replies
  • 416 views

The only way to export all the active playbooks and tasks is to assign them to CTA (they must be “in use” prior to exporting).  Need a way to create a report or some kind of export of all the playbooks and their associated tasks without having to assign to a CTA. 

 

Client Reason:  When we review playbooks and tasks, we like to run the task list by exec.  A spreadsheet is much easier to review then sitting side by side going through the list in GS.  

Partner (Implementation) Reason:  When doing  a fresh implementation we import playbooks from Sightline Vault as a starting point. Would love the ability to send a spreadsheet to the client for them to discuss which steps are valid for them and which ones need updating.  

11 replies

Contributor ⭐️
December 2, 2025

Is there any update on this?