Using the Accounting Playbook Task Portfolio Calendar
The Accounting Playbook Task Portfolio Calendar enables you to view playbook tasks within a calendar.
Changing the Calendar View
You can change the calendar view by selecting one of the following: Week, Month, Year, or Agenda.
Your view is retained each time you use the calendar on the same computer, using the same browser. Your last selected view on the Accounting Workspace is stored independently to your last selected view on the record page.
You can move between dates on your calendar by using the arrows to move between next and previous. To return to today's date, click Today.
You can also use the date picker on the left side of the calendar to select a date to view.
Viewing Tasks
To refresh the data displayed, click . Only tasks associated with active playbooks display.
To filter the tasks that are displayed in the Accounting Playbook Task Portfolio Calendar, click .
To refine the tasks displayed in the Accounting Playbook Task Portfolio Calendar, select the relevant playbook below the date picker to display only that playbook's tasks.
Filtering Tasks
Filters enable you to focus on the tasks displayed in the calendar so that only the tasks you want to view are displayed.
To filter the data:
- Click to show the Filters panel.
- [Optional] Select a Due Date From and Due Date To for the date range you want to filter by. Tasks that are active during any time of the date range selected display. If no date range is specified, the default date range of one month before and after today's date is applied.
- [Optional] Search for and select the companies, playbooks, assignees, playbook owners, and task statuses you want to filter by.
- Click Apply. The applied filters automatically filter the results displayed in the Accounting Playbook Task Portfolio Grid.
- [Optional] To reset the selected filters to their default values, click Clear.
- Click to hide the Filters panel.