Viewing and Editing Records in Success Tracker's Record Details Panel

The Record Details panel enables you to view and update additional information for the record you select. To open the Record Details panel, select a record in Success Tracker and click .

Viewing Record Information

In the Record Details panel, you can view the relevant details of the record you are viewing. For example, you can view:

The description or summary of the record
A list of all the related records, such as objective KPIs, playbooks, and playbook tasks
The number of completed playbook tasks across all the related records in the progress bar
Notes on playbook tasks

The panel has the following collapsible sections:

Details
Progress
Objective KPIs
Notes
Related

Notes:

The sections displayed in the Record Details panel depend on the record you select.
The Related section is displayed only when the selected record has child records.
The Objective KPIs section is displayed only when you have selected an objective record.
The Notes section is displayed only when you have selected a playbook task record.

Updating Record Information

The Record Details panel enables you to edit some of the information on your selected record.

Marking Playbooks as Complete

You can mark playbooks associated with your records as completed in Success Tracker's Record Details panel. To mark a playbook as completed, select the playbook, click , and then select the Completed checkbox in the Details section.

Note:

Marking a playbook as completed sets:
- The playbook and associated playbook task end dates to the current date
- The playbook's stage and the status of its associated playbook tasks to Completed
Changing the status of a task in a completed playbook automatically reverts the playbook to not completed.

Marking Playbook Tasks as Complete

You can mark playbook tasks associated with your records as completed at the objective, playbook, and playbook task level in Success Tracker's Record Details panel. To mark a task as completed, do one of the following:

With a playbook or objective record selected, click , and then select the checkboxes of the tasks that you want to mark as complete in the Related section.
With a playbook task record selected, click , and then select the Completed checkbox in the Details section.

Adding Notes to Playbook Tasks

You can add notes to a playbook task from the Record Details panel. To add notes on a task, select a task and click . Then, enter your notes in the Notes section. For more information about the formatting options available in the rich text editor, see the Salesforce Help. Notes automatically save when you navigate away from the editor.