Mobile Application

CReed4
参加者

Playbooks in the Mobile App

解決

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件の承認済みベストアンサー
LouiseHare
解決策
トップ投稿者 | Solutions Partner
トップ投稿者 | Solutions Partner

Playbooks in the Mobile App

解決

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

元の投稿で解決策を見る

0 いいね!
1件の返信
LouiseHare
解決策
トップ投稿者 | Solutions Partner
トップ投稿者 | Solutions Partner

Playbooks in the Mobile App

解決

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 いいね!