Is there a way to export playbooks?

Hi Samantha, I'm going to convert this post to an "Idea," since we're still hearing requests like yours for a playbook export feature. I've also added the product manager for the Cockpit area to provide input. Thanks!

I'm not sure if Playbooks will be part of v1 (most likely shipping in November), but we are working on a feature that would allow you to snapshot and export (spreadsheet) every configuration detail in your Gainsight instance, including rules, playbooks, layouts, etc.

As Manu said, playbooks export is not a part of Nov release but we will prioritise it soon. 

Thanks! The report is helpful for the time being as we simply created a dashboard for Gainsight Set-up that folks can reference for questions. 

Manu, when will that export feature be available?  You mention ed Nov.  Is there a whitepaper explaining how it works?

Manu, when will that export feature be available?  You mention ed Nov.  Is there a whitepaper explaining how it works?

Hi Bill, 

We are releasing v1 of 'Configuration Snapshot' in November. It doesn't include Playbooks, though, just object configuration and rules for now.

Hi again... I'd just like to reiterate the value of an exporting playbooks feature for our company.  We're going through some security audits right now and the processes outlined in these playbooks would be really great to export for our IT team.  right now, we're taking screenshots, which works, but is not ideal.  thanks!

This is currently a pain point for our organization, as our CSM team was accustomed to being able to easily view a playbook and all of its related task details prior to moving to Gainsight. We do not want to open up playbook edit access outside of our Operations team, and we would like for our CSM team to be able to see playbook details outside of an assigned CTA. It would be helpful if we could periodically export playbook details. Alternatively, it would be valuable to have way to provide a read-only view of playbook and task details to our team. Any workarounds, suggestions, or ideas are welcome.

Hi Karen,

You can use Playbook Permissions for it. In Administration > Playbook Permissions, add the users and give them the access as per your process. 
If a user does not have all create/edit/delete permissions then she will be able to only read the playbooks and tasks.

Thanks,
Nitisha