Updates to Playbooks

This has also come up with adjustments on task due dates as success plans are refined.  Customers would like the option to mass adjust existing plans and open tasks to the refined cadence of steps.

I also flagged this recently for Email Assist -- when you update an email template, or an email token mapping in a Playbook, it's a bloody bother to pull up all the existing CTAs and replace their Playbooks, especially if the CSM has already started working on the Tasks in that CTA.

This would be a huge benefit to our CSMs; as our playbooks occasionally update.

Is there a way to bulk assign a playbook to existing CTAs after they have been released?
I recently did a release without the playbook and the only way I could find to associate the new playbook was manually to each CTA - is there a better way?

Seems like this might be a good edition to the Mass Edit feature.

Hi,

Giving an option to cascade playbook changes to all open CTAs/ tasks means that we will be replacing the existing open task with the new updated task but this will result in loosing task attributes data which was manually entered by the CSM. Similar approach is taken while replacing/ re-applying a playbook. Do you think this approach will work for you?

Thanks,

Nitisha

Hi JAM,

Enhancing mass edit is in our roadmap and applying playbook in bulk will be a part of it. ETA to be decided.

Thanks,
Nitisha

Yes, I think that works. That way if we make a change, we don't have to rely on the Success Rep to update the playbook appropriately.

Adding a big +1 to this

Any update or ETA on this?

Echo'ing Matt, an update on this, please?