Playbook Task Manager Lightning Component Fields

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

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

Buttons

Buttons on the Playbook Task Manager Component

Button	Name	Description
	Refresh	Refreshes the Playbook Task Manager to display any external changes.
	Flag Tasks	Marks selected tasks as flagged.
	Pin Tasks	Marks selected tasks as pinned. Pinning is not available in the calendar and scheduler views.
	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. This is only available when accessing Playbook Task Manager from the Customer Success Management Workspace.
	Filter Tasks	Opens and closes the Filters panel enabling you to filter the tasks displayed. This is only available when accessing Playbook Task Manager from the Customer Success Management Workspace.
or	Expand	Expands columns and swimlanes.
or	Collapse	Collapses columns and swimlanes.

Filter Buttons

Filter Buttons on the Playbook Task Manager Component

Button	Name	Description
Apply	Apply	Updates the contents of the Playbook Task Board using the filter criteria specified.
Edit	Edit	Opens the Edit Filter Set window enabling you to edit the selected filter set name, sharing access, and select it as the default filter set.
Delete	Delete	Deletes the selected filter set.
Remove Default	Remove Default	Removes the current filter set from being the default filter set applied.
Reset	Reset	Returns the filter criteria to the default values.
	Settings	Displays saving options for creating and editing filter sets.
Save	Save	Saves the current applied filters to the selected filter set.
Save As	Save As	Opens the New Filter Set window enabling you to create a new filter set with the current applied filters.
Set as Default	Set as Default	Sets the selected filter set as the default one for the logged in user.

Filter Fields

Filter Fields on the Playbook Task Manager Component

Field	Description
CS Cloud Resource	Search for and select one or more CS Cloud Resources to view their associated playbook tasks in Playbook Task Manager.
Customer Success Segment	Search for and select one or more customer success segments to display in the tracker.
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.
Include Tasks with No Start and End Date	If selected, tasks with no associated start and end date display in the grid.
Playbook	Search for and select one or more playbooks to view their associated playbook tasks in Playbook Task Manager.
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.
Resource Pool	Search for and select one or more resource pools to view the playbook tasks associated with the resource pools' members in Playbook Task Manager.
Saved Filters	Specify the filter set you want to apply.
Start Date End Date	The start and end date associated with the playbook task.
Status	Specify the task status you want to filter by.

Preference Buttons

Preference Buttons on the Playbook Task Manager 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 Manager Component

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

Update Selected Items Fields

Update Selected Items Fields on the Playbook Task Manager Component

Field	Description
Update Selected Items	If selected, the cell value of all selected tasks is updated.

Update Selected Items Buttons

Update Selected Items Buttons on the Playbook Task Manager Component

Button	Description
Apply	Updates the value for every selected task in that column.
Cancel	Closes the update tasks window and does not apply any updates to any task values.