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. 

48 Replies
faithantion
Contributor

I agree. Playbooks are great, but to be used effectively, their content has to evolve. It's inefficient to have to rebuild the playbook every time we want to add a question that doesn't go at the end of the playbook. Drag and drop functionality would save a lot of time.

chris_remotish
Contributor | Diamond Partner

Hey everyone! Just noticed there have been quite a few comments recently regarding this and I just wanted to make sure you see there has been a beta version added for you to be able to do this! It's still in Beta so it's not perfect by any means, but you are able to drag and drop questions which is what's most important. I'll link how to enroll in it here. If you have any questions please do not hesitate to reach out! 🙂 

NNovick
Member

Need this functionality asap.  Thank you

 

RPratley
Member

Well over 3 years since the request for this this basic UI/UX feature to be added.... Great to have playbook functionality native in HB but re-ordering the questions is a must have.

Viola
Member

upvote ⬆️

MWogan
HubSpot Employee

Great idea that definitely makes sense for the platform!

NicoleJ
HubSpot Moderator

+1

CSL1
Member

How has this not yet been actioned in so many years of the existance of this feature