Playbook Task Board Lightning Component Fields

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

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

Buttons

Buttons on the Playbook Task Board Component

Button

 Name Description
Flag Tasks Flag Tasks Marks selected tasks as flagged.
Pin Tasks Pin Tasks Marks selected tasks as pinned.
Refresh Refresh Refreshes the Playbook Task Board to display any external changes.
Add Tasks Add Tasks Opens the Create Tasks window enabling you to create a playbook task record.
Delete Tasks Delete Tasks Deletes selected tasks.
Filter Tasks Filter Tasks Opens and closes the Filters panel enabling you to filter the tasks displayed.
Expandor Expand Expand Expands columns and swimlanes.
Collapse or Collapse Collapse Collapses columns and swimlanes.

Filter Buttons

Filter Buttons on the Playbook Task Board Component

Button

 Description
Apply Updates the contents of the Playbook Task Board using the filter criteria specified.
Reset Returns the filter criteria to the default values.

Filter Fields

Filter Fields on the Playbook Task Board Component

Field

 Description
Start Date End Date The start and end date associated with the playbook task.
Include Tasks with No Start and End Date If selected, tasks with no associated start and end date display in the task board.
Playbook Search for and select one or more playbooks to view their associated playbook tasks in the Playbook Task Board.
CS Cloud Resource Search for and select one or more CS Cloud Resources to view their associated playbook tasks in the Playbook Task Board.
Status Specify the task status 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.