# \#playbooks **URL:** https://community.hubspot.com/tag/playbooks/3060.md [Latest](https://community.hubspot.com/latest.md) · [Categories](https://community.hubspot.com/categories.md) · [Tags](https://community.hubspot.com/tags.md) --- ## [Ability to edit playbook question without losing information](https://community.hubspot.com/t/ability-to-edit-playbook-question-without-losing-information/112508)
**Author:** [@danielma](https://community.hubspot.com/u/danielma)\ **Replies:** 5\ **Last updated:** [October 16, 2026, 9:13am UTC](https://community.hubspot.com/t/ability-to-edit-playbook-question-without-losing-information/112508 "2026-10-16T09:13:41Z")
Hi, On behalf of one of our customers, I would like to suggest an enhancement for our playbook questions feature. Currently,… --- ## [Playbooks need be accessible on mobile app](https://community.hubspot.com/t/playbooks-need-be-accessible-on-mobile-app/29396)
**Author:** [@TGrabert](https://community.hubspot.com/u/TGrabert)\ **Replies:** 57\ **Last updated:** [October 7, 2026, 3:20pm UTC](https://community.hubspot.com/t/playbooks-need-be-accessible-on-mobile-app/29396 "2026-10-07T15:20:13Z")
We can access templates for emails but cannot access anything in our playbooks. That makes no sense to me. If I’m mobile and… --- ## [Mention internal team members in Playbook Notes](https://community.hubspot.com/t/mention-internal-team-members-in-playbook-notes/60372)
**Author:** [@LucasM](https://community.hubspot.com/u/LucasM)\ **Replies:** 3\ **Last updated:** [July 29, 2026, 7:36pm UTC](https://community.hubspot.com/t/mention-internal-team-members-in-playbook-notes/60372 "2026-07-29T19:36:11Z")
I have a few clients that would love the ability to @mention individual team members in the notes section of playbooks. Bein… --- ## [Using a single Playbook multiple times on the same record](https://community.hubspot.com/t/using-a-single-playbook-multiple-times-on-the-same-record/107045)
**Author:** [@nnikolas](https://community.hubspot.com/u/nnikolas)\ **Replies:** 4\ **Last updated:** [July 27, 2026, 9:40pm UTC](https://community.hubspot.com/t/using-a-single-playbook-multiple-times-on-the-same-record/107045 "2026-07-27T21:40:56Z")
We work with clients again and again on multiple projects. We need to be able to save the same playbook to a record multiple … --- ## [Playbooks to Update Custom meeting Properties](https://community.hubspot.com/t/playbooks-to-update-custom-meeting-properties/154053)
**Author:** [@Karl\_Floitgraf](https://community.hubspot.com/u/Karl_Floitgraf)\ **Replies:** 0\ **Last updated:** [July 24, 2026, 3:52pm UTC](https://community.hubspot.com/t/playbooks-to-update-custom-meeting-properties/154053 "2026-07-24T15:52:43Z")
Hello! Playbook questions can update custom properties on almost any object EXCEPT custom meeting properties. Please update … --- ## [Auto-Associate a Playbook to another record level](https://community.hubspot.com/t/auto-associate-a-playbook-to-another-record-level/94231)
**Author:** [@SMohan3](https://community.hubspot.com/u/SMohan3)\ **Replies:** 4\ **Last updated:** [June 25, 2026, 3:42pm UTC](https://community.hubspot.com/t/auto-associate-a-playbook-to-another-record-level/94231 "2026-06-25T15:42:00Z")
We have a couple of Playbooks that update properties on the Deal Record Level. Sometimes the reps complete and log the playbook on the company level but it does not auto-associate with the deal the properties were update… --- ## [Log Playbooks as Tasks directly](https://community.hubspot.com/t/log-playbooks-as-tasks-directly/151255)
**Author:** [@mdconnor](https://community.hubspot.com/u/mdconnor)\ **Replies:** 0\ **Last updated:** [June 24, 2026, 2:24pm UTC](https://community.hubspot.com/t/log-playbooks-as-tasks-directly/151255 "2026-06-24T14:24:09Z")
If we could have Playbooks log directly to Tasks that would be amazing. I know you can currently set a To-Do reminder when you log it as a note/meeting etc, but this doesn’t make for a smooth workflow if I’m logging the… --- ## [​​Your Playbook To Brand Consistency With HubSpot & Canva](https://community.hubspot.com/t/your-playbook-to-brand-consistency-with-hubspot-canva/150141)
**Author:** [@AlessandraWike](https://community.hubspot.com/u/AlessandraWike)\ **Replies:** 1\ **Last updated:** [June 8, 2026, 10:10pm UTC](https://community.hubspot.com/t/your-playbook-to-brand-consistency-with-hubspot-canva/150141 "2026-06-08T22:10:05Z")
Did you know that 68% of organizations tie brand consistency to revenue growth? Canva and HubSpot can help you build a sharper brand without the bottlenecks. Get the guide on how to build a consistent brand with Canva & … --- ## [Clay in data source of prospecting agent](https://community.hubspot.com/t/clay-in-data-source-of-prospecting-agent/150138)
**Author:** [@AAskianakis](https://community.hubspot.com/u/AAskianakis)\ **Replies:** 1\ **Last updated:** [June 8, 2026, 7:06pm UTC](https://community.hubspot.com/t/clay-in-data-source-of-prospecting-agent/150138 "2026-06-08T19:06:57Z")
Any thoughts on when Clay is going to be part of this list? --- ## [Embed Scheduler In Playbooks](https://community.hubspot.com/t/embed-scheduler-in-playbooks/109038)
**Author:** [@LizO](https://community.hubspot.com/u/LizO)\ **Replies:** 4\ **Last updated:** [May 21, 2026, 2:03pm UTC](https://community.hubspot.com/t/embed-scheduler-in-playbooks/109038 "2026-05-21T14:03:40Z")
Use Case: Sales needs to book time with demo team. Demo team has scheduler page. Sales uses a deals playbook to provide details AND book time in the context of a deal. Right now they have to leave playbook via hyperlink,… --- ## [Hide playbooks on Certain Object Types](https://community.hubspot.com/t/hide-playbooks-on-certain-object-types/82772)
**Author:** [@MrBean](https://community.hubspot.com/u/MrBean)\ **Replies:** 7\ **Last updated:** [May 21, 2026, 1:25pm UTC](https://community.hubspot.com/t/hide-playbooks-on-certain-object-types/82772 "2026-05-21T13:25:29Z")
Playbook reccomendations feel like spaghetti against the wall. I’d like to have the ability to filter what playbooks show for certain object types. For instance-- It’s great that we have the ability to reccomend playboo… --- ## [Playbooks need an upgrade!](https://community.hubspot.com/t/playbooks-need-an-upgrade/99796)
**Author:** [@crispyGTM](https://community.hubspot.com/u/crispyGTM)\ **Replies:** 15\ **Last updated:** [May 21, 2026, 1:13pm UTC](https://community.hubspot.com/t/playbooks-need-an-upgrade/99796 "2026-05-21T13:13:40Z")
:telephone\_receiver: Playbooks should have the option to not log as a call, it should be able to be completed without associating it to an activity. :sparkles: Playbooks should have the option to be required between sta… --- ## [Playbook Updates!](https://community.hubspot.com/t/playbook-updates/86186)
**Author:** [@crispyGTM](https://community.hubspot.com/u/crispyGTM)\ **Replies:** 3\ **Last updated:** [May 21, 2026, 1:09pm UTC](https://community.hubspot.com/t/playbook-updates/86186 "2026-05-21T13:09:55Z")
:stop\_sign: Playbook data and completion activity should be available in HubSpot, here’s why: :alien\_monster: Making playbook completion a required action for sales reps helps to establish and adhere to an agreed upon p… --- ## [Create a Checklist in Playbooks](https://community.hubspot.com/t/create-a-checklist-in-playbooks/86939)
**Author:** [@MrBean](https://community.hubspot.com/u/MrBean)\ **Replies:** 8\ **Last updated:** [May 19, 2026, 11:28pm UTC](https://community.hubspot.com/t/create-a-checklist-in-playbooks/86939 "2026-05-19T23:28:41Z")
Playbooks are a nice feature (Although it’s too bad the advanced data capture features are only for paid seats…). One limitation to the current format is the drawn out Q&A format. Cna be large and blocky. (Makes the pro… --- ## [Formatting & merging improvements needed for Playbooks (with Notes)](https://community.hubspot.com/t/formatting-merging-improvements-needed-for-playbooks-with-notes/110144)
**Author:** [@vanessahunt](https://community.hubspot.com/u/vanessahunt)\ **Replies:** 4\ **Last updated:** [May 12, 2026, 7:21pm UTC](https://community.hubspot.com/t/formatting-merging-improvements-needed-for-playbooks-with-notes/110144 "2026-05-12T19:21:04Z")
I love implementing Playbooks for my clients, but there are a few niggles which could be ironed out to make the experience even better! Here’s my list so far, gathered whilst creating a single Playbook yesterday: The … --- ## [Integrate playbooks and tasks](https://community.hubspot.com/t/integrate-playbooks-and-tasks/83333)
**Author:** [@JacobHart](https://community.hubspot.com/u/JacobHart)\ **Replies:** 12\ **Last updated:** [May 12, 2026, 7:16pm UTC](https://community.hubspot.com/t/integrate-playbooks-and-tasks/83333 "2026-05-12T19:16:36Z")
We want our sales team to call specific contacts every month to do a ‘health check’ on the customer (ask questions to find out how the health of the account is doing), so we schedule recuring tasks. To get the right que… --- ## [Playbook API Endpoint](https://community.hubspot.com/t/playbook-api-endpoint/31099)
**Author:** [@inventor96](https://community.hubspot.com/u/inventor96)\ **Replies:** 10\ **Last updated:** [May 12, 2026, 6:57pm UTC](https://community.hubspot.com/t/playbook-api-endpoint/31099 "2026-05-12T18:57:45Z")
As far as I can tell from the API docs, there’s no endpoints for interacting with Playbooks. If this is the case, the addition of such endpoints would be greatly appreciated! Otherwise, please add the documention for the… --- ## [Integrate Playbook with Hubspot Outgoing Call](https://community.hubspot.com/t/integrate-playbook-with-hubspot-outgoing-call/29071)
**Author:** [@rvzello](https://community.hubspot.com/u/rvzello)\ **Replies:** 10\ **Last updated:** [May 12, 2026, 6:49pm UTC](https://community.hubspot.com/t/integrate-playbook-with-hubspot-outgoing-call/29071 "2026-05-12T18:49:50Z")
When a Hubspot user places an outbound call from Hubspot, it opens the call pane with the option to take notes, record, etc. Then separately, if a playbook is activated, a separate pane opens up and offers the ability to… --- ## [Export Playbook from company or contact profile](https://community.hubspot.com/t/export-playbook-from-company-or-contact-profile/34497)
**Author:** [@JJonesSheHer](https://community.hubspot.com/u/JJonesSheHer)\ **Replies:** 35\ **Last updated:** [May 12, 2026, 6:34pm UTC](https://community.hubspot.com/t/export-playbook-from-company-or-contact-profile/34497 "2026-05-12T18:34:29Z")
Playbooks need to be able to be donwloadable or exportable from the contact or company’s profile so that all of the notes and information is retained when extracted from HubSpot. --- ## [Better reporting for Playbooks](https://community.hubspot.com/t/better-reporting-for-playbooks/31883)
**Author:** [@GBcutler](https://community.hubspot.com/u/GBcutler)\ **Replies:** 66\ **Last updated:** [May 12, 2026, 6:23pm UTC](https://community.hubspot.com/t/better-reporting-for-playbooks/31883 "2026-05-12T18:23:54Z")
We are starting to use Playbooks for sales and customer success purposes. It would be great to be able to create reports for the number of times they are used, and also by play book. Currently Playbook activity is not i… --- ## [Associate Records in Playbooks](https://community.hubspot.com/t/associate-records-in-playbooks/59021)
**Author:** [@ToddSutt](https://community.hubspot.com/u/ToddSutt)\ **Replies:** 11\ **Last updated:** [May 1, 2026, 9:46pm UTC](https://community.hubspot.com/t/associate-records-in-playbooks/59021 "2026-05-01T21:46:05Z")
Our sales team uses Playbooks as their primary tool for updating information about contacts as they communicate with them. They have very robust playbook properties to update about the contacts they talk to. We are now i… --- ## [Process Guides: Conditional Sections as a Replacement for Playbooks](https://community.hubspot.com/t/process-guides-conditional-sections-as-a-replacement-for-playbooks/138166)
**Author:** [@WinnieHien](https://community.hubspot.com/u/WinnieHien)\ **Replies:** 18\ **Last updated:** [April 2, 2026, 9:45am UTC](https://community.hubspot.com/t/process-guides-conditional-sections-as-a-replacement-for-playbooks/138166 "2026-04-02T09:45:29Z")
Hi everyone :waving\_hand: We’re actively working on Process Guides — the next evolution of Playbooks. One of the biggest requests has been conditional sections: the ability to show or hide steps/questions based on a rep… --- ## [Drag and drop files into HubSpot](https://community.hubspot.com/t/drag-and-drop-files-into-hubspot/39481)
**Author:** [@MMT](https://community.hubspot.com/u/MMT)\ **Replies:** 7\ **Last updated:** [April 1, 2026, 4:28am UTC](https://community.hubspot.com/t/drag-and-drop-files-into-hubspot/39481 "2026-04-01T04:28:29Z")
OUTDATED METHOD FOR UPLOADING & SAVING DOCUMENTS/FILES Nearly all software platforms nowadays offer ability for users to easily drag and drop files. Instead of having to find, then select the file, then upload the file … --- ## [Insight: Using Breeze as a Process Assistant!](https://community.hubspot.com/t/insight-usndo-o-breeze-como-assistente-de-processos/147258)
**Author:** [@iarapicolo](https://community.hubspot.com/u/iarapicolo)\ **Replies:** 3\ **Last updated:** [March 25, 2026, 12:01pm UTC](https://community.hubspot.com/t/insight-usndo-o-breeze-como-assistente-de-processos/147258 "2026-03-25T12:01:00Z")
We already know how useful Breeze Assistant is for our teams when it comes to learning more about our prospects, leads, meetings, etc. It greatly assists in daily operations, improves our team's time efficiency, and makes… --- ## [Lead to playbook auto association](https://community.hubspot.com/t/lead-to-playbook-auto-association/147630)
**Author:** [@BRegan4](https://community.hubspot.com/u/BRegan4)\ **Replies:** 0\ **Last updated:** [March 24, 2026, 2:18pm UTC](https://community.hubspot.com/t/lead-to-playbook-auto-association/147630 "2026-03-24T14:18:21Z")
We have a lead property on our playbook to update the status of is. When the user goes to update the lead property they have a dropdown list of all of the associated leads with the contact and/or company the playbook is … --- ## [Increase the time frame to attach an engagement for Playbooks](https://community.hubspot.com/t/increase-the-time-frame-to-attach-an-engagement-for-playbooks/129473)
**Author:** [@SamuelMitchell](https://community.hubspot.com/u/SamuelMitchell)\ **Replies:** 1\ **Last updated:** [March 11, 2026, 2:20pm UTC](https://community.hubspot.com/t/increase-the-time-frame-to-attach-an-engagement-for-playbooks/129473 "2026-03-11T14:20:10Z")
Hi all, It would be nice to increase the time frame for when you can attach a logged activity to a playbook. It is currently six hours I believe, but it would be very nice to remove or increase this limit. A use case: … --- ## [Aggregate Playbook Analytics & Global Data Export](https://community.hubspot.com/t/aggregate-playbook-analytics-global-data-export/146674)
**Author:** [@LLandis](https://community.hubspot.com/u/LLandis)\ **Replies:** 0\ **Last updated:** [February 25, 2026, 8:08pm UTC](https://community.hubspot.com/t/aggregate-playbook-analytics-global-data-export/146674 "2026-02-25T20:08:48Z")
The Problem: Currently, Playbook data is primarily accessible at the record level. While Playbooks are excellent for standardizing discovery and qualification, sales leaders and RevOps teams cannot easily aggregate or … --- ## [Opening Playbooks Through the Hubspot Calling Feature](https://community.hubspot.com/t/opening-playbooks-through-the-hubspot-calling-feature/62000)
**Author:** [@Allicat](https://community.hubspot.com/u/Allicat)\ **Replies:** 1\ **Last updated:** [February 24, 2026, 4:37pm UTC](https://community.hubspot.com/t/opening-playbooks-through-the-hubspot-calling-feature/62000 "2026-02-24T16:37:02Z")
I’ve been working on some Playbooks for my team. Currently, whenever you call someone through Hubspot, there isn’t a way to open a playbook from the Hubspot calling feature. You can have both open at the same time, b… --- ## [Conditional logic on Playbooks](https://community.hubspot.com/t/conditional-logic-on-playbooks/114524)
**Author:** [@LButterfield](https://community.hubspot.com/u/LButterfield)\ **Replies:** 12\ **Last updated:** [February 23, 2026, 2:32pm UTC](https://community.hubspot.com/t/conditional-logic-on-playbooks/114524 "2026-02-23T14:32:31Z")
It would be really good to have conditional logic on Playbooks, where if on question one the rep selects option A it displays question 2, if they select option B it jumps to question 3 etc. We have a wide variety of enq… --- ## [Enable Playbooks for Record Preview Customization for Companies & Target Accounts](https://community.hubspot.com/t/enable-playbooks-for-record-preview-customization-for-companies-target-accounts/145883)
**Author:** [@WSwallow2024](https://community.hubspot.com/u/WSwallow2024)\ **Replies:** 0\ **Last updated:** [February 5, 2026, 7:26pm UTC](https://community.hubspot.com/t/enable-playbooks-for-record-preview-customization-for-companies-target-accounts/145883 "2026-02-05T19:26:56Z")
Playbooks should definitely be allowed to become added to record previews for Companies/Target accounts, especially in the sales workspace target accounts section. [Next page](https://community.hubspot.com/tag/playbooks/3060.md?match_all_tags=true&page=1&tags%5B%5D=playbooks)