Getting StartedPlaybooksTasksUser Guide

Sorting, Filtering, and Searching for Tasks

By January 18, 2019April 6th, 2020No Comments

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Sorting, Filtering, and Searching for Tasks

How do I sort, filter, and search for specific tasks?

Sorting Tasks

Playbooks allows you to prioritize tasks based on properties that are important to you. Focus your efforts on calls that are likely to bring you success, or prospects who have the highest Priority Score. Sort by conventional options, like Last Name or Company Name. Or target specific Plays or Play Steps and accomplish your personal objectives in time frames that make sense for you.

To Sort Tasks

  1. Open the Playbooks Chrome extension
  2. Click the menu button
  3. Click Tasks
  4. Select an option from the Sort By drop-down
  5. Click the Next Bar to start working tasks in the order displayed
Related Article: Manage Custom Sorts

If you are a manager or administrator, click this message for more information about creating custom sorts to manage agent workflows.

Buyer Intelligence Feature: Priority Score

Playbooks calculates a Priority Score which describes 1) how likely you are to get in contact with a prospect and 2) how likely you are to close deals pitched to the specific prospect. Click this message to learn more about the Playbooks Priority Score and other Buyer Intelligence Features.

Filtering Tasks

Playbooks enables you to specify your target tasks and work from a subset of the most important activities. Filter by account, tasks type, task status and the local time of prospects you are contacting.

To Filter Tasks

  1. Open the Playbooks Chrome extension
  2. Click the menu button
  3. Click Tasks
  4. Click the Filter button
  5. Optionally select an Account
  6. Optionally select a Task type
  7. Optionally select a Status
  8. Optionally click and drag endpoints to narrow time frame on local time bar
Note: Using more options will decrease the number of prospects you see as a result of the filter.
Tip: Click the blue X to remove the filter from your view.

Searching for a Task

Playbooks allows you to find tasks based on relevant search terms.

To Search for a Task

  1. Open the Playbooks Chrome extension
  2. Click the menu button
  3. Click Tasks
  4. Click the magnifying glass button
  5. Input prospect name or another relevant search term

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