Playbook Task Board Lightning Component Fields

The table below shows the columns displayed in the Playbook Task Board component.

For more information about this component, see Customer Success Cloud Lightning Components.

Buttons

Buttons on the Playbook Task Board Component

Button	Name	Description
	Refresh	Refreshes the Playbook Task Board to display any external changes.
	Flag Tasks	Marks selected tasks as flagged.
	Pin Tasks	Marks selected tasks as pinned.
	Add Tasks	Opens the Create Tasks window enabling you to create a playbook task record.
	Delete Tasks	Deletes selected tasks.
	Preference Panel	Opens and closes the Preferences panel enabling you to configure the board.
	Filter Tasks	Opens and closes the Filters panel enabling you to filter the tasks displayed.
or	Expand	Expands columns and swimlanes.
or	Collapse	Collapses columns and swimlanes.

Filter Buttons

Filter Buttons on the Playbook Task Board Component

Button	Description
Apply	Updates the contents of the Playbook Task Board using the filter criteria specified.
Reset	Returns the filter criteria to the default values.

Filter Fields

Filter Fields on the Playbook Task Board Component

Field	Description
Start Date End Date	The start and end date associated with the playbook task.
Include Tasks with No Start and End Date	If selected, tasks with no associated start and end date display in the task board.
Playbook Owner	Search for and select one or more playbook owners. This is automatically populated with the current logged in user when there are no filters to apply from local storage. When you click Reset, the field is also populated with the current logged in user.
Account	Search for and select one or more accounts to view their associated playbooks and playbook tasks in the Playbook Task Board.
Playbook	Search for and select one or more playbooks to view their associated playbook tasks in the Playbook Task Board.
CS Cloud Resource	Search for and select one or more CS Cloud Resources to view their associated playbook tasks in the Playbook Task Board.
Status	Specify the task status you want to filter by.
Flagged	Specify if you want to filter by tasks marked as flagged. You can select No Preference to filter by all tasks regardless of their flagged status.

Preference Buttons

Preference Buttons on the Playbook Task Board Component

Button	Description
Apply	Updates the contents of the Playbook Task Board using the preferences specified.
Reset	Returns the preference criteria to the default values.

Preference Fields

Preference Fields on the Playbook Task Board Component

Field	Description
Group By	Updates the contents of the Playbook Task Board using the preferences specified.