Playbooks, UI updates

What visual changes can I expect to playbooks in Mindmatrix Bridge™?

As part of our ongoing effort to enhance the usability of Mindmatrix Bridge™ the following updates will be released in 2023.


Playbook type
Window for update
Marketing playbooks
March 16, 2023 - RELEASED!
Onboarding playbooks
April 27, 2023 - RELEASED!
Sales playbooks
September 2023



Left-aligned steps and larger asset options

To improve the ability to navigate between playbook steps and access assets, we've enhanced the visual appearance of inner playbook pages. In the example below, preview the latest updates:


Options to collapse banners to improve page navigation

Users can now choose to collapse the banner at the top of the page in order to increase the amount of real estate for playbook steps and actions. This change is designed to assist users with smaller screen resolution size or working from mobile devices.


Enhanced display of completed tasks

Now, the appearance of completed tasks will be more visually apparent: in the Bridge™ user experience, completed tasks will be darkened (greyed out) to allow users to understand if they've already completed a particular action.


If a step is embedded, there are two options to review completed tasks included:
  1. In the sidebar, the completed icon and text will appear. The "view" button will also no longer be visible and the asset will not be darkened since the user previously interacted. 
  2. Additionally, task completion is still tracked at the top of the playbook within the progress bar section.
Before:

After:






    • Related Articles

    • How to request changes to your Mindmatrix website

      Once your new website by Mindmatrix is launched, you can request changes on a monthly basis. Your website changes will be published around 30 days of your initial request. Escalated timelines may be requested, but please note that the Mindmatrix team ...
    • How do I import events into the Bridge Calendar System?

      Introduction: The ability to import events into an event calendar system significantly enhances event management efficiency. This feature allows users to integrate event data from sources like Excel spreadsheets, eliminating the need for manual data ...
    • How do I prepare to create my own playbooks in Mindmatrix?

      It is possible to personalize navigation menus within Mindmatrix software. If you are unable to navigate to the correct page, contact your platform administrator. In Mindmatrix, playbooks can be used to guide users through step processes within the ...
    • How do I organize assets for Playbooks or Journeys?

      To more easily find related assets for a Playbook or Journey, multiple asset types can be added to steps by filter. Steps: Start by setting up a Playbook template Learn more about setting up Playbook templates How to set up a Marketing Campaign ...
    • What are the daily tasks I can complete in my Mindmatrix account?

      As an MSP Advantage or Concierge program member, there are many activities you can complete to get the most out of the Mindmatrix software. Below is a shortlist of activities you can follow. If you are a Channel Manager, consider deploying these ...