Hello! I was trying to add a link to a playbook that pertained to a specific task in a workflow and noticed this does not seem to be an option yet, after discussing with Hubspot support. Our team has specific follow up calls we make that each have a playbook outlining a script. Instead of going to each individual contact where the playbook shows up, it would be awesome to have the playbook link to the task, which would then bring up the playbook automatically when the task is generated and opened.
Odd that this isn’t already in Hubspot!
Great idea!
There is a similar Idea here: https://community.hubspot.com/t5/HubSpot-Ideas/Integrate-playbooks-and-tasks/idc-p/928072#M169930
Please upvote and comment there as well.
Yes this would be useful
Hi, I’m the Playbooks PM. This isn’t possible in current Playbooks, but my team is actively exploring a new feature we’re calling Process Guides for enforcing process in HubSpot. A big part of this feature will be how do you surface it to users, whether on the record, on an index page, or perhaps in the Summary tab of a workspace.
We’re gathering input from customers on what the top processes they care about are. Check out the loom linked in this survey and help us out by filling out the survey by Dec 15th, 2024!
The survey is open to any HubSpot customer or prospect. Thanks in advance for the great feedback this community offers to us in Product at HubSpot!
-Winnie, PM of Playbooks and Process Guides
cc: @ShayHerman14, @MScaramastra, @lindahouben, @Ellesyanna, and @thusgaard for your input into this nascent product we’re exploring. 
Hi everyone!
This idea’s status has changed from ‘Being Reviewed’ to ‘Idea Submitted’. This change is due to our improvement project to update our Ideas Forum statuses in order to provide better transparency into how we are listening to your feedback.
“Idea Submitted” means that our product teams are aware of this feedback and are monitoring the need for this feature alongside other inputs that determine their priorities & roadmap.
For more details about the statuses we use on the Ideas Forum & what they mean, you can read this community post here.
Empty