Using the Accounting Playbook Task Portfolio Grid

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.

Note:

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

Tips:
  • When assigning resources to a task, you can search by name or role. You can hover over the resource cell to view a list of all assigned resources.
  • To select multiple tasks, hold down Command (Mac), Ctrl (PC) while selecting the tasks.
  • You can search by name to refine the playbooks displayed in the Playbook picklist.

Viewing

To refresh the data displayed in the Accounting Playbook Task Portfolio Grid, click Refresh button.

To filter the displayed tasks, click Filter button.

Notes:
  • When you click Refresh button, the last selected sort criteria are applied.
  • Only tasks associated with active playbooks are displayed.

Deleting Tasks

To delete a task from a playbook:

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

The Delete button 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 Accounting Playbook Task Portfolio Grid so that only the tasks you want to view are displayed.

To filter the data:

  1. Click Filter button to show the Filters panel.
  2. [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.
  3. [Optional] To include tasks that have no start and end date, select Include Tasks With No Start and End Date.
  4. [Optional] Search for and select the companies, playbooks, assignees, playbook owners, playbook types, and task statuses you want to filter by.
  5. Click Apply. The applied filters automatically filter the results displayed in the Accounting Playbook Task Portfolio Calendar.
  6. [Optional] To reset the selected filters to their default values, click Clear.
  7. Click Filter button to hide the Filters panel.
Notes:
  • If you click Refresh button, the filters remain applied.
  • You can filter by company and playbook to reduce the number of playbooks available for selection when creating tasks.
  • Your last selected filter criteria display when you access the component on the same computer, using the same browser.
  • The last applied filters automatically display on the Accounting Playbook Task Portfolio Calendar and Accounting Playbook Task Portfolio Grid.
  • Tasks that have a Due Date From before or within the selected date range, but no Due Date To display. Similarly, tasks that have an end date that is after or within the selected date range display.
  • If you only select a Due Date From or Due Date To, the remaining date field defaults to the most appropriate date range.
  • If you do not have the appropriate permissions to the fields in the filter panel, you will not see the corresponding field. Contact your administrator.