Skip to main content
New Idea

Ability to remove mapped playbook from Success Plan template CTA

Related products:CS Success Plans & Customer Goals
kendra_mcclanahan
john_apple
sunand_padmanabhan
jean.nairon
cinco_coates
+42
  • kendra_mcclanahan
    kendra_mcclanahan
  • john_apple
    john_apple
  • sunand_padmanabhan
    sunand_padmanabhan
  • jean.nairon
    jean.nairon
  • cinco_coates
    cinco_coates
  • jason_metzler
    jason_metzler
  • daniel_rose
    daniel_rose
  • ruben_rabago
  • melissa_davenport
    melissa_davenport
  • leslie_diephuis
    leslie_diephuis
  • anthonysabato
    anthonysabato
  • rona_yang
    rona_yang
  • cmultanen
    cmultanen
  • marcelo
    marcelo
  • samantha_braastad
    samantha_braastad
  • kristin_f3c469
    kristin_f3c469
  • amy_956107
    amy_956107
  • puna
    puna
  • elisa_berden
    elisa_berden
  • brittany
    brittany
  • kati_kamilova
    kati_kamilova
  • ryan_flynn
    ryan_flynn
  • sam_leonard
    sam_leonard
  • praneet
    praneet
  • katya_alfaro
    katya_alfaro
  • alexis_pozos
    alexis_pozos
  • tim_van_lew
    tim_van_lew
  • jennifer_richard
    jennifer_richard
  • chris_holden
    chris_holden
  • jim_barker
    jim_barker
  • jen_d44b8f
    jen_d44b8f
  • chuen_moschetti_1466d2
    chuen_moschetti_1466d2
  • sam_buddery
    sam_buddery
  • jackie_cofield
    jackie_cofield
  • parimala_agnihotri
  • ashleyunity
    ashleyunity
  • davebrown2242
    davebrown2242
  • andreammelde
    andreammelde
  • HollySimmons
    HollySimmons
  • parkan
  • ryan.brier
  • kyle johnson
  • CurtisValentine
    CurtisValentine
  • msmith
  • Shanetti
    Shanetti
  • tmorgan
    tmorgan
  • msapountzis

sarahmiracle

Once a playbook has been mapped to a task, there is no way to unmap it. An admin’s only options are to 1) replace the playbook with an existing one or 2) delete the task completely and re-create it without a playbook mapped to it.

Please add the ability to unmap an already mapped playbook. This is just a big miss on basic user experience for the new Success Plan template editor.

0 replies

Be the first to reply!

Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings