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"Bulk add" button
You have a playbook for every client. Now every new client can get that same list of tasks without copy paste.
Client List
Client
Account Manager
1
Strollr 🚼
2
Coda 🚀
There are no rows in this table
Standard Tasks
Task
Channel
Priority
Add Tasks
1
Welcome comm
Email ✉️
P0
Add Task
2
Intro to product
Meeting 📆
P1
Add Task
3
Survey follow-up
Email ✉️
P1
Add Task
There are no rows in this table
→ Client: Strollr 🚼
Strollr 🚼
Add all tasks for Strollr 🚼
Client Tasks
Client
Task
Channel
Priority
Coda 🚀
3
Welcome comm
Email ✉️
P0
Intro to product
Meeting 📆
P1
Survey follow-up
Email ✉️
P1
Strollr 🚼
3
Welcome comm
Email ✉️
P0
Intro to product
Meeting 📆
P1
Survey follow-up
Email ✉️
P1
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