# Idea for Linking a Playbook to Workflow Task

**URL:** <https://community.hubspot.com/t/idea-for-linking-a-playbook-to-workflow-task/65108>\
**Category:** HubSpot Ideas\
**Tags:** workflows\
**Created:** [September 14, 2022, 5:31pm UTC](https://community.hubspot.com/t/idea-for-linking-a-playbook-to-workflow-task/65108 "2022-09-14T17:31:36Z")\
**Posts on this page:** 8\
**Page:** 1

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**Author:** ![ShayHerman14](https://avatars.discourse-cdn.com/v4/letter/s/76d3ee/32.png) [@ShayHerman14](https://community.hubspot.com/u/ShayHerman14)\
**Post date:** [September 14, 2022, 5:31pm UTC](https://community.hubspot.com/t/idea-for-linking-a-playbook-to-workflow-task/65108/1 "2022-09-14T17:31:36Z")

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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.

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**Author:** ![thusgaard](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/thusgaard/32/68492_2.png) [@thusgaard](https://community.hubspot.com/u/thusgaard)\
**Post date:** [February 16, 2023, 9:27pm UTC](https://community.hubspot.com/t/idea-for-linking-a-playbook-to-workflow-task/65108/2 "2023-02-16T21:27:17Z")

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Odd that this isn’t already in Hubspot!

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**Author:** ![Ellesyanna](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/ellesyanna/32/55434_2.png) [@Ellesyanna](https://community.hubspot.com/u/Ellesyanna)\
**Post date:** [February 22, 2023, 10:10am UTC](https://community.hubspot.com/t/idea-for-linking-a-playbook-to-workflow-task/65108/3 "2023-02-22T10:10:11Z")

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Great idea!

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**Author:** ![lindahouben](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/lindahouben/32/82677_2.png) [@lindahouben](https://community.hubspot.com/u/lindahouben)\
**Post date:** [February 23, 2024, 10:21am UTC](https://community.hubspot.com/t/idea-for-linking-a-playbook-to-workflow-task/65108/4 "2024-02-23T10:21:32Z")

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There is a similar Idea here: [https://community.hubspot.com/t5/HubSpot-Ideas/Integrate-playbooks-and-tasks/idc-p/928072#M169930](https://community.hubspot.com/t5/HubSpot-Ideas/Integrate-playbooks-and-tasks/idc-p/928072#M169930)  
Please upvote and comment there as well.

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**Author:** ![MScaramastra](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/mscaramastra/32/10982_2.png) [@MScaramastra](https://community.hubspot.com/u/MScaramastra)\
**Post date:** [August 28, 2024, 6:23pm UTC](https://community.hubspot.com/t/idea-for-linking-a-playbook-to-workflow-task/65108/5 "2024-08-28T18:23:22Z")

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Yes this would be useful

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**Author:** ![WinnieHien](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/winniehien/32/93917_2.png) [@WinnieHien](https://community.hubspot.com/u/WinnieHien)\
**Post date:** [November 22, 2024, 7:10pm UTC](https://community.hubspot.com/t/idea-for-linking-a-playbook-to-workflow-task/65108/6 "2024-11-22T19:10:25Z")

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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](https://docs.google.com/forms/d/e/1FAIpQLSfQvRkMFGJsuREvqb0mCwDz5zZmE0GJiVUteUBF7x3eOrRNEA/viewform)** 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](https://community.hubspot.com/t5/user/viewprofilepage/user-id/445296), [@MScaramastra](https://community.hubspot.com/t5/user/viewprofilepage/user-id/170461), [@lindahouben](https://community.hubspot.com/t5/user/viewprofilepage/user-id/135731), [@Ellesyanna](https://community.hubspot.com/t5/user/viewprofilepage/user-id/108010), and [@thusgaard](https://community.hubspot.com/t5/user/viewprofilepage/user-id/22138) for your input into this nascent product we’re exploring. 🙂

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**Author:** ![hhiggins](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/hhiggins/32/32091_2.png) [@hhiggins](https://community.hubspot.com/u/hhiggins)\
**Post date:** [June 2, 2025, 3:24pm UTC](https://community.hubspot.com/t/idea-for-linking-a-playbook-to-workflow-task/65108/7 "2025-06-02T15:24:15Z")

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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](https://community.hubspot.com/t5/Releases-and-Updates/Status-Update-The-Ideas-Forum-Gets-a-Refresh/ba-p/1158959).

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**Author:** ![hhiggins](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/hhiggins/32/32091_2.png) [@hhiggins](https://community.hubspot.com/u/hhiggins)\
**Post date:** [June 4, 2025, 2:18pm UTC](https://community.hubspot.com/t/idea-for-linking-a-playbook-to-workflow-task/65108/8 "2025-06-04T14:18:45Z")

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