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Updates to Playbooks

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28 replies

bradley
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  • Expert ⭐️
  • 1128 replies
  • June 24, 2024

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.


mpatra
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  • Gainsight Employee ⭐️
  • 137 replies
  • July 10, 2024

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


bradley
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  • Expert ⭐️
  • 1128 replies
  • July 10, 2024
mpatra wrote:

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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