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Folders for Playbooks

Related products:CS Cockpit & Playbooks
  • November 20, 2025
  • 0 replies
  • 4 views

alizee
  • VIP ⭐️⭐️⭐️⭐️⭐️
  • 735 replies

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.

 

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