The Accounting Playbook Task Portfolio Grid enables you to view and delete playbook tasks.
Your administrator can configure the fields that are displayed in the Accounting Playbook Task Portfolio Grid component. For more information, see Playbook Task Field Sets.
Viewing
To refresh the data displayed in the Accounting Playbook Task Portfolio Grid, click .
To filter the displayed tasks, click .
Deleting Tasks
To delete a task from a playbook:
Select the task you want to delete.
Click .
Click Delete.
Filtering Tasks
Filters enable you to focus the tasks displayed in the Accounting Playbook Task Portfolio Grid 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 are displayed. If no date range is specified, the default date range of one month before and after today's date is applied.
[Optional] To include tasks that have no start and end date, select Include Tasks With No Start and End Date.
[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 Calendar.
[Optional] To reset the selected filters to their default values, click Clear.