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New Idea

Folders for Playbooks

Related products:CS Cockpit & Playbooks
  • November 20, 2025
  • 1 reply
  • 11 views

alizee
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The playbook UI is becoming overwhelming when too many playbooks are in use.

What I really need is the ability to organize a long list of playbooks into folders.

Filtering by CTA type is helpful, active vs. inactive, somewhat useful too, but it’s not enough. We need folders for playbooks—just like we have folders everywhere else. We need to be able to organize them by success plan (for example) or by product or by anything else. 

Adding prefixes isn’t a real solution, especially since the UI doesn’t handle that well—the differentiating info ends up buried at the front. Suffix wouldn’t be visible… 

So, simply put: please give us folders.

 

1 reply

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  • Contributor ⭐️
  • February 18, 2026

Completely agree to this!  Would love to organize the playbooks a different way than by types.  It would be great to easily see what playbooks I have for success plans or even different areas of the business.