At the moment Date-picker type properties are not supported by Playbooks. One use case for updating date properties via Playbooks is if we want to update information like the next meeting date we want to arrange with the contact, their preferred appointment time, etc. and then being able to use that date in workflows.
Agreed - honestly I'm suprised this isn't an option we have many processes that involve date properties and they need to be in the playbooks with the rest of the processes so they are not missed.
Dates are often used for "next steps" and triggers for actions and deal stage advancement, This is a MUST have for the Playbook tool to be 100% useful. I've created hacks in the Playbooks by creating images showing the user how to update the dates in the record but they have to leave the Playbook to do it. For most industries, I work with the date picker function in a Playbook is a MUST HAVE!
@plau Here's an example of a typical Playbook that's being used to collect information that will trigger a Proposal and eventually a second "fulfillment" pipeline to manage the handoff from sales to product fulfillment.
@HubSpotProductTeam This is just one example of how the Date Picker option in Playbooks could be used.
We need to be able to use date properties to confirm things like: -Renewal Date (custom property)
-Trial Days
-Member Since Date (custom property)
-Handoffs
-QBRs
the list could go on!
Playbooks can be very valuable in making sure the right info makes it to the right place, and team members only having to record that information from one place based on which "play" or process they're following.
We also have a need for this. Use Case: We have multiple playbooks that utilize dates such as Requested Go Live Date, Subscription Start Date, Subscription End Date that we use when pricing deals and handing off new clients to our onboarding team.
The fact that this isn't currently possible and has been a recommended idea for years now - really points out weaknesses in Hubspots designs and functionality in not just playbooks but workflows and the overall sales process.
Please make this a priority as it's such a simple but important functionality!
Playbooks are awesome. Who created them and thought "what a great feature to guide them in updating fields" and then also thought "but they wont want date fields"?
Please make this happen. Salespeople live and die by dates, and not having date fields in a salesfocused tool is kind of odd (to put it lightly).
agreed that Playbooks need to be able to utilize a date picker property.
We want to use a playbook to help our sales team get all relevent information for our demos that includes a start date and end date for when the product is actually being used.
Are there any updates on this feature ? Has it been added to a roadmap for an upcoming release? This is critical as any good meeting has follow-ups with a set date to have the item completed, as others have said - this is a real short-coming for Playbooks IMHO.
