Get to know Playbook Tasks views

Everything you need to know about the My Playbook Tasks view in the Event Room

Rachael avatar
Written by Rachael
Updated over a week ago

If you've ever wondered how to maximise the potential of Playbooks Tasks view, you're in the right place. In this guide, we'll walk you through its key features, from task management to collaboration, so you can leverage it effectively.

Unlocking the Power of My Playbook Tasks view

My Playbook Tasks isn't just another feature; it's your personalised dashboard designed to enhance productivity. It compiles all Playbook tasks assigned to you, a role you hold or a team you are on across every playbook activated for the Event, allowing you to focus solely on what matters most.

Example: Imagine you're leading the Crisis Team in an event with six different playbooks. No need to shuffle between them—My Playbook Tasks aggregates all your responsibilities into a single, centralised overview.

Use Full-Screen View for Greater Detail

Need to dig deeper into each task? The full-screen view has got you covered. To access this, simply click 'open in new tab.' This expanded view not only shows more detailed information about each task but also specifies which playbook it originates from.

Collaboration Unleashed with All Playbook Tasks view

While My Playbook Tasks focuses on individual users, the All Playbook Tasks tab is engineered for team collaboration. Here's how it helps:

  • Provides an aggregated view of tasks from all playbooks activated for the Event.

  • Ensures seamless collaboration by keeping everyone in the loop.

Efficient Task Management: How to Filter by Status and Priority

One unique feature of the All Playbook Tasks view is its powerful filtering capabilities. You can sort tasks by their status (completed, in-progress, etc.) and priority levels (high, medium, low).

💡 Tip: In a time crunch and need to see overdue tasks? Use the filtering feature to get the list you need in seconds.

Dive Deeper with Enhanced Viewing Options

The full-screen view not only provides a comprehensive look at each task but also identifies which playbook it belongs to. It's like having your entire task list, annotated and organised.

Navigating with Ease: The New Stacked Playbooks Layout

Navigating through multiple active playbooks is now a breeze, thanks to the newly redesigned carousel scroll. Playbooks now stack atop each other, offering a smoother and more intuitive experience.

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