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heather_hansen
VIP ⭐️⭐️⭐️⭐️⭐️
October 27, 2016
New Idea

Updates to Playbooks

  • October 27, 2016
  • 28 replies
  • 488 views
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?

    28 replies

    andreammelde
    Helper ⭐️⭐️
    December 11, 2020

    This continues to be need for us as well

    Andrea Carroll
    sriram pasupathi
    Helper ⭐️⭐️
    December 18, 2020

    Thanks for the feedback and patience everyone. We have added this to our medium term roadmap. Once we start deep diving, we will reach out to you for feedback. Thanks!

    Gainsight Employee ⭐️
    February 25, 2021

    Hello Team,

     

    Any update on ETA?

    @indraneel_pampati @anton_vinny @jagadeesh_kumar_paidimarri 

     

    Regards,

    Srikanth

    Erseburse
    Contributor ⭐️⭐️⭐️⭐️
    July 16, 2021

    +1 on this one @Srikanth 

    sriram pasupathi
    Helper ⭐️⭐️
    July 20, 2021

    @Srikanth @Erseburse Tentatively, this will be picked in late Q1 (2022).

    bradley
    Expert ⭐️
    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
    Helper ⭐️
    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

    Monica Patra | Senior Product Manager| Gainsight
    bradley
    Expert ⭐️
    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

    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?