HubSpot Ideas

MrBean

Create a Checklist in Playbooks

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 process feel longer than it actually is. 

 

In terms of using playbooks to enforce process, we would prefer a checklist format. In line with some of the ideas discussed in this book: https://en.wikipedia.org/wiki/The_Checklist_Manifesto

 

Reps often complain that playbooks are too long. Would be nice to have the option to format some of the steps in a playbook as  checkboxes.

 

@DMcDaniel 

6 Replies
1stClaas
Contributor

Honestly, often is not only Q&A, you just wanna make sure a person was informed about a certain matter- ☑️, I did it!

TuMa
Contributor

Exactly, upvote! 

TH1
Participant

This could be so simple!

 

ManuelI
Participant

Does sound simple indeed TH1. 

JHaglund
Member

We need this! 

KrisCrosse
Participant

I was thinking the exact same thing while outlining a new playbook for my ambassadors. @hubspot should definitely consider adding this functionality. It would be so helpful to be able to create checklists right inside the platform, as opposed to adding links that take reps away from the CMS.