Using the Task Portfolio

The Task Portfolio enables you to view and edit playbook tasks, as well as create new playbook tasks.

Your administrator can configure the fields that are displayed in the Task Manager component. For more information, see Playbook Task Field Sets.

Note:

Playbook templates and their associated tasks are not displayed in the Task Portfolio.

Tips:

When assigning team members to a task, you can search by name or role. You can hover over the team member cell to view a list of all assigned team members.

To select multiple tasks, hold down Command (Mac), Ctrl (PC) while selecting the tasks

Viewing, Editing, and Deleting Tasks

To refresh the data displayed in the Task Portfolio, click .

To filter the tasks that are displayed, click .

To edit a task, double-click the relevant cell to edit it.

To delete a task from a playbook:

  1. Select the task you want to delete.
  2. Click .
  3. Click Delete.
Note:

The button is disabled if you do not have permissions to delete a playbook task. Contact your administrator.

Filtering Tasks

Filters enable you to focus the tasks displayed in the Task Portfolio so that only the tasks you want to view are displayed.

To filter the data:

  1. Click to show the Filters panel.
  2. [Optional] Search for and select the accounts, playbooks, and team members you want to filter by.
  3. Click Apply.
  4. [Optional] To clear the selected filters, click Clear.
  5. Click to hide the Filters panel.
Notes:

The filters remain applied until you click Clear or refresh your browser page.

If you click , the filters remain applied.

Adding Tasks

  1. Double-click the Select Record cell at the bottom of the table in the Playbook column and do one of the following:
    • Search for the playbook you want to create a task for.
    • Click Show actions and select the playbook you want to create a task for from the drop-down list.
  2. Double-click the Add New Task cell at the bottom of the table in the Project Task Name column, and enter a name.

[Optional] Populate the remaining fields with the task information. If you leave a field blank, its default value is applied when available.

Notes:

If the project has a start date, the task’s start date must be on or after the project’s start date. Similarly, the task’s end date must be before or on the project's end date.

An email is sent to the selected team members, notifying them that they have been assigned to a task.

Flagging and Pinning Tasks

Flagging Tasks

You can flag a task to indicate to all users that a task requires attention. If a task is flagged, a is displayed on the row.

To flag a task:

  1. Select the task that you want to flag.
  2. Click .

To remove a flag from a task:

  1. Select the task that you want to remove the flag from.
  2. Click .

Pinning Tasks

You can pin a task as a personal reminder that it requires further attention. If a task is pinned, a is displayed on the row. Pinned tasks automatically sort to the top of the grid.

To pin a task:

  1. Select the task that you want to pin.
  2. Click .

To remove a pin from a task:

  1. Select the task that you want to remove the pin from.
  2. Click .
Notes:

The button is disabled if you do not have permission to flag a task. Contact your administrator.

You can add or remove flags and pins from multiple tasks at once by selecting all the tasks and clicking or . If you select some tasks that are flagged or pinned and some that aren't, clicking or applies the flag or pin to them all.

Pinning is not available when using CS Cloud components in PSA.

Pinned tasks are retained using local storage and will display each time you access the components on the same computer, using the same browser.

When you remove the pin from a task, the task moves back to the position dictated by the applied sorting filter.