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Feedback on new Playbook experience

Related products:CS Cockpit & Playbooks
cmultanen
jessicatang
  • cmultanen
    cmultanen
  • jessicatang
    jessicatang

heather_hansen

Some feedback on the new Playbook experience:

  • Would be great if it could remember your filters or you could save them. I have a mini-heart attack every time I come to the page that defaults to Global, and there’s nothing there.  (all our playbooks are Company). So, would be great for it to remember my Company filter setting.
  • Adding tokens to email tasks is very twitchy.  A lot of times, I can’t get the assign token piece to load, and it appears that the task doesn’t save, but when you click Save multiple times, it creates multiple tasks.  Usually, I can go back into the task after closing out, and then, get the token assignment to load.  (I’m also submitting a Support ticket for this)

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