Using the Calendars
The Task Portfolio Calendar and Task Team Calendar enable you to view, edit, and add playbook tasks within a calendar.
Changing the Calendar View
You can change the calendar view by selecting one of the following: Week, Month, Year, or Agenda.
Your view is retained each time you use the calendar components on the same computer, using the same browser. Your last selected view on the Customer Success Workspace Workspace is stored independently to your last selected view on the record page.
You can move between dates on your calendar by using the arrows to move between next and previous. To return to today's date, click Today.
You can also use the date picker on the left side of the calendar to select a date to view.
Viewing, Editing, and Deleting Tasks
To refresh the data displayed, click .
To filter the tasks that are displayed in the Task Portfolio Calendar, click .
To refine the tasks displayed:
- In the Task Team Calendar, select the relevant team member below the date picker to display only their tasks.
- In the Task Portfolio Calendar, select the relevant playbook below the date picker to display only that playbook's tasks.
To edit a task:
- Double-click the task you want to edit .
- Update the information. Then, click Save.
To delete a task:
- Right-click the task you want to delete and click Delete.
- Click Delete.
Filtering Tasks
Filters enable you to focus the tasks displayed in the calendar so that only the tasks you want to view are displayed. Filtering is only available in the Task Portfolio Calendar.
To filter the data:
- Click to show the Filters panel.
- [Optional] Select a start and end date for the date range you want to filter by. Tasks that are active during any time of the date range selected display. If no date range is specified, the default date range of one month before and after today's date is applied.
- [Optional] Search for and select the accounts, playbooks, and team members you want to filter by.
- Click Apply. Applied filters automatically filter results displayed in the Task Portfolio.
- [Optional] To reset the selected filters to their default values, click Reset.
- Click to hide the Filters panel.
Adding Tasks
To add a new task:
- Do one of the following:
- Double-click within the cell of the day you want your task to start on.
- Click and drag from the date you want the task to start on to the date you want it to end on.
- Do one of the following:
- If using the Task Portfolio Calendar, select a playbook and enter a name for the task. The selected playbook determines the date range for the start and end dates of a task.
- If using the Task Team Calendar, enter a name for the task. The available date range for the task start and end dates is determined by the playbook record page you are currently viewing.
- [Optional] Populate the remaining fields with the task information. If you leave a field blank, its default value is applied when available. You must search for and select any non-team members you want to assign to a task. Only a list of assigned resources displays in the Team Members picklist before searching.
- Click Save. An email alert is sent to the selected team members, notifying them that they have been assigned to a task.
Flagging Tasks
You can flag a task to indicate to all users that a task requires attention. A flag is displayed on the event of any flagged tasks on the calendars. No visual indicator is displayed in the calendar's year view.
To flag a task, do one of the following:
- Double-click a task and select the Flagged checkbox. When you have completed your changes, click Save.
- Right-click the task and click Edit. Select the Flagged checkbox, then click Save.
To remove a flag from a task, do one of the following:
- Double-click a task and deselect the Flagged checkbox. When you have completed your changes, click Save.
- Right-click the task and click Edit. Deselect the Flagged checkbox, then click Save.