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.

Columns

Key:

R – Read-only

Columns in the Playbook Task Manager Component
Column Name		Description
Pinned		A personal reminder that the playbook task requires further attention.
Flagged		A reminder to all users that the playbook task requires attention.
Order	R	The completion order of the playbook task.
Playbook Task Name		The name of the playbook task.
Resources		The resources associated with the playbook task.
Status		The current status of the task. Playbook tasks with no status are not displayed in the Playbook Task Manager's Task Board view.
Duration in Days		The number of days between the playbook task's start and completion. Updating this value automatically extends or reduces the end date. This column is displayed only when both the Start Date and End Date fields are displayed in the Playbook Task Manager.
Start Date		The start date of the task. Changing this date recalculates the playbook task's duration in days. Note: If this field is blank, it can be automatically populated with the current date on playbook task completion. You can enable this feature using the Auto-Fill Task Start and End Dates field in the CS Cloud Settings custom setting. For more information, seeSetting up Automatic Population of Playbook and Playbook Task Dates.
End Date		The end date of the task. Changing this date recalculates the playbook task's duration in days. Note: If this field is blank, it can be automatically populated with the current date on playbook task completion. You can enable this feature using the Auto-Fill Task Start and End Dates field in the CS Cloud Settings custom setting. For more information, seeSetting up Automatic Population of Playbook and Playbook Task Dates.
Completed		If selected, the task is completed.

Buttons

Buttons in 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 the Playbook Task Manager from the Customer Success Management Workspace.
	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 in 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 in the Playbook Task Manager Component
Field	Description
Saved Filters	Select the filter set you want to apply. For more information, see Filter Sets Overview.
Date Range	Select a time period to filter tasks. Available options are: Next Seven Days Last Seven Days Current Month Next Month Last Month Next Three Months Last Three Months Custom Selecting the Custom filter option enables you to specify the start and end dates you want in the Filters panel.
Start Date	The start date of the playbook task. This field is displayed only when you select Custom in the Date Range field.
End Date	The end date of the playbook task. This field is displayed only when you select Custom in the Date Range field.
Include Tasks with No Start and End Date	If selected, tasks with no associated start and end date display in the grid.
Customer Success Segment	Search for and select one or more customer success segments to display in the tracker.
Product	Search for and select one or more products you want to filter by.
CS Cloud Resource	Search for and select one or more CS cloud resources to view their associated playbook tasks in Playbook Task Manager.
Resource Pool	Search for and select one or more resource pools to view the playbook tasks associated with the resource pools' members in the Playbook Task Manager.
Playbook	Search for and select one or more playbooks to view their associated playbook tasks in the Playbook Task Manager.
Account	Search for and select one or more accounts to view their associated playbook tasks in the 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.
Status	Search for and select one or more task statuses 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.
Success Plan	Search for and select one or more success plans to view their associated playbook tasks in the Playbook Task Manager
Objective	Search for and select one or more objectives to view their associated playbook tasks in the Playbook Task Manager

Preference Buttons

Preference Buttons in 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 in 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 in 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 in 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.