Mobile Application

CReed4
Participant

Playbooks in the Mobile App

SOLVE

We are looking to use playbooks, mostly the ability to have a checklist, in the mobile application but it doesn't seem that is possible.

 

Anyone else running into this issue? Any work around for providing a strandard checklist to follow and associate with meetings in the mobile app?

1 Accepted solution
LouiseHare
Solution
Top Contributor | Partner
Top Contributor | Partner

Playbooks in the Mobile App

SOLVE

Hi @CReed4,

 

Unfortunatley Playbooks are not available in the mobile app. I had a similar issue with a client recently and the workaround that we used was to create custom properties on the record (one for each item on the checklist), and we then created a new section in the left sidebar of the record to make these properties easily viewable on the mobile app. 

 

I hope this helps.

Louise

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1 Reply 1
LouiseHare
Solution
Top Contributor | Partner
Top Contributor | Partner

Playbooks in the Mobile App

SOLVE

Hi @CReed4,

 

Unfortunatley Playbooks are not available in the mobile app. I had a similar issue with a client recently and the workaround that we used was to create custom properties on the record (one for each item on the checklist), and we then created a new section in the left sidebar of the record to make these properties easily viewable on the mobile app. 

 

I hope this helps.

Louise

0 Upvotes