HubSpot Ideas

DevinRZC_DM

Playbooks - Drag and Drop Editing

I tried looking for other submissions like this but didn't find one...

We need the ability to move questions/fields around inside playbooks we're building. 

 

    Ex. We'd like to move the 1st question in a playbook to the end of the playbook.

 

Right now, that means we need to rebuild the playbook just to change the order of questions, and that's a pretty big barrier to Playbooks being useful for us in the spirit of agility and ability "pivot" certain aspects of our sales process if needed. 

26 Replies
KCampbell
HubSpot Employee

Hi @DevinRZC_DM ,

  I think that this is a great idea and have upvoted your post as well! Thank you for sharing this!

All the best,
Kevin Campbell
HubSpot Support

growthforce_ceo
Member

I agree this feature needs to be added ASAP. I just spent hours building a playbook and realized the order was wrong. Spent more time recreating. 

romi
Contributor | Elite Partner

Not having this functionality is costing us and our clients hours!

nznicko
Member | Elite Partner

We need this for numerous clients... asap!! thanks 

nikkiv
Top Contributor

How is this not possible?? We also really need this feature. Any update on the status? 

AlexfromKeela
Member

Please get this done! Thanks

FerhatSF
Participant

none too small of a step. Upvoting it. I am crazy about the feature. Cannot reuse work without it. 

dave-ops
Member

Agreed. so much wasted time re-creating just to change the order.

CarlssonElkins
Participant

Please, please fix this!  It's such a time waste... and it would be so simple to do!

esephton
Member

It seems like a basic hygiene factor so was surprised when I couldn't do this as I edited a playbook. Would save a lot of time.

carlsavitz
Member

Man, I am new to Hubspot and just bumped up against this problem.  I am very particular about this kind of stuff and agree with above comments that it is a huge waste of time and reduces agility and the ability to iterate and improve Playbooks.  Seems like it should be an easy fix, and has been identified as an issue for quite some time.  Piling on even though it seems no one is listening: please fix this!

TBucciarelli
Participant

Just started working with Playbooks. I am using Chrome browser and I was able to grab one of the questions (after several failed attempts) and I saw the little graphic to the left of my mouse pointer that showed a small dotted frame and a plus sign. This was an indication to me that I could drag and drop my questions. However, when I moved it to the new location, the question simply disappeared. Turns out this drag and drop function is from the Chrome browser rather than native to the Hubspot module.

 

The only way to reorder the questions is to recreate the question in the new order you want which is a major pain and crazy poor UX IMHO. Of course, there's a work around... just map out your questions before building them in the Playbooks area. But even so, would be so much better if a HubSpot drag and drop function was implemented.

 

AOsmany
Member

Crazy that this was released without drag and drop. Seems like it should have been part of MVP considering it is an internal form builder. 

NNottleman
Participant

100 million percent

 

JValagao
Participant

This feature is still very much needed. Please add this as soon as possible so I can update our playbooks!

JochenSchuldis
Participant

Same with us,

a lot of Enterprise Seats and Playbooks like kindergarden work. Nothing happen in the last 2 years.

 

https://community.hubspot.com/t5/HubSpot-Ideas/Organize-question-sequence-in-Playbooks/idi-p/520720

SBedford
Member

This is a great idea and one I have just asked Hubspot to consider too.

MHermann
Member

Adding new questions at the top and not being able to rearrange these is such bad product design. This interface for adding new questions was not intuitive either. 

AHill8
Member

oohf. Just hit this wall as well. Upvoting x infinity. Will be abandoning intensive playbook efforts until this is fixed, cannot risk further waste of time. 

BastienV
Member

Great Idea, I can't believe it's not possible yet