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A lot of our processes are still in flux, so we're constantly making updates to playbooks and success plan templates. It would be great if when you made changes, there was an option to push that change out to all open existing versions of that playbook or Success Plan. Maybe a checkbox or a button that asks if you'd like to apply the changes everywhere?

If this is a thing now I don’t see how, nor do I see it documented. Considering this is a 7 year old request and the last update was two years ago and this has a bunch of votes, can we get some 👀 on this and some kind of update? @sriram pasupathi @Kenneth R ? Thanks!

 

I also want to clarify that the ability to update via rule doesn’t really solve this. This is about making a change in the Playbook config say, a task description, and being able to propagate that change to all existing instances of a CTA with that playbook assigned.

Hi @bradley ,

 

Thank you for your feedback. We have been working on improving the admin experience for Cockpit and Success Plan. A huge chunk of it will be GA soon. We will build this onto the new experience. 

I will update this group on the status of the project.

 

Thanks,

Monica Patra

Hi @bradley ,

 

Thank you for your feedback. We have been working on improving the admin experience for Cockpit and Success Plan. A huge chunk of it will be GA soon. We will build this onto the new experience. 

I will update this group on the status of the project.

 

Thanks,

Monica Patra

Thanks for the update! Would love to know where this fits on the roadmap for the redesign. Part of the initial release? Fast follow? 2 plus quarters out?

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