Mobile Application

CReed4
Participant

Playbooks in the Mobile App

Résolue

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 Solution acceptée
LouiseHare
Solution
Contributeur de premier rang | Partenaire solutions
Contributeur de premier rang | Partenaire solutions

Playbooks in the Mobile App

Résolue

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

Voir la solution dans l'envoi d'origine

0 Votes
1 Réponse
LouiseHare
Solution
Contributeur de premier rang | Partenaire solutions
Contributeur de premier rang | Partenaire solutions

Playbooks in the Mobile App

Résolue

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 Votes