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chris_marconi
Contributor ⭐️
July 24, 2015
New Idea

Is there a way to export playbooks?

  • July 24, 2015
  • 30 replies
  • 532 views
Looking to export the playlist so I can review with my manager and we can finalize on what tasks we want associated with each playbook.  Would be nice to have a paper copy, for review.
Thanks!

    30 replies

    lila_meyer
    Gainsight Employee ⭐️⭐️⭐️
    July 29, 2015
    There isn't an export option right now, but it's an interesting feature suggestion. Some of our customers actually start with an Excel worksheet of their Playbooks and associated tasks, and then copy/paste the content into our Playbooks. 
    Lila Krutel, Dir. Global Education Services
    chris_marconi
    Contributor ⭐️
    July 30, 2015
    Thanks Lila, I appreciate it.
    elise_fujimoto
    Contributor ⭐️⭐️⭐️
    December 30, 2015
    This would be extremely useful for us as well!!  We have a number of playbooks we would like to analyze with our 30+ person team, and it would be helpful to be able to pull a report of all playbooks, or mass update due to process changes within our company.
    elaine_cleary
    Helper ⭐️⭐️
    January 3, 2016
    For reviewing Playbooks, you may want to try creating a report on the "Playbooks Task" object under Admin --> Reports 2.0.  Once you build your report, you can export to Excel.  Although this won't help with mass updates to your Playbooks, hopefully, it will help with the analysis.  

    I'd recommend starting with the following columns in your "Playbook Task" report: playbook id name, subject, description, display order, due date source name (which will be really important after the new capabilities coming in the January release!), delta days, priority, status, and then optionally 'skip option name' and 'has dynamic owner'.  Feel free to explore other fields but I think these are some of the most important ones for your analysis.
    ellenoangieslistcom
    Contributor ⭐️⭐️⭐️⭐️⭐️
    January 4, 2016
    It would be great even if the playbook listed fully without having to scroll.  Right now I have to take a screen shot, then scroll and take another screen shot if I want to easily send the playbook to our training team.  Otherwise, I have them typed up in excel, but things often change and it is not ideal to keep updating.  
    heather_hansen
    VIP ⭐️⭐️⭐️⭐️⭐️
    January 5, 2016
    I don't have all of those fields.  Is there something I need to do on my end to make them appear?  Of your list, I have only Playbook ID Name and Display Order.
    caitlin_elise
    Contributor ⭐️
    January 28, 2016
    I really need an export playbook feature as well. This is causing a serious delay in actually setting up our workflow. 
    adam_bambrough
    Contributor ⭐️⭐️⭐️⭐️
    March 8, 2016
    +1 to this. Explaining playbooks with tasks that indirectly impact or are impacted by other teams (not in SFDC/Gainsight) is proving challenging!
    leslie_diephuis
    Contributor ⭐️⭐️⭐️
    June 24, 2016
    Thank you Elaine for the details on how to create a Playbook Task report that can be exported - very helpful!
    samantha_braastad
    Contributor ⭐️⭐️⭐️⭐️⭐️
    October 17, 2016
    Is it in the roadmap to have a simple export? The report gets very length and it would be great to be able to do a 1-pager of a specific Playbook so that it can be shared when there is a question around it or we are reviewing it to ensure it is still valid.