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Navigating the Playbooks Chrome Extension

By January 27, 2019May 10th, 2021No Comments

Navigating the Playbooks Chrome Extension

How to navigate the main workspaces in Playbooks

When the Playbooks icon is clicked from either CRM or Chrome, Playbooks will open in a unique window, separate from the CRM window. This means, Playbooks will not close, minimize, or restore with the CRM window. Playbooks must also be resized, moved, and otherwise manipulated on its own.

Related Article: Opening Playbooks
Click this message for more information on how to open and close, resize, or move Playbooks.

Playbooks Dashboard

This is the screen you will see when you first log in to Playbooks. Your Playbooks Dashboard view depends on how your team divides tasks. Some teams juggle Personal and Shared team tasks, while other teams strictly work off Personal tasks (default option). And some teams have a streamlined view called Playbooks Priority Mode that simplifies the user experience. View the options in the tabbed table below to determine which view you have.

  1. Menu – The XANT icon on the top left-hand side of the page opens the menu. From the menu, you can select all the menu and navigation options available in Playbooks. The Plays, Email Templates, and Email Snippet menu options open a new tab when selected. The Menu button is accessible at all times.
  2. Progress Bar – The Progress Bar shows how many tasks you have completed of your total due tasks. One dash indicates one completed task.
  3. Info Bar – The Info Bar provides you with information, like inbound availability, ranking score, and notifications. To stay connected, the Info Bar is available to your on all pages inside the application.
  4. Dashboard – Your Dashboard is the first thing you see when you log in to Playbooks. This provides you with a brief overview of today’s top tasks. Clicking on any category here will present you with a filtered list of tasks to help you narrow your focus. Depending on what features are enabled and configured for your team, you may or may not see buckets for Shared and Urgent tasks.
    NOTE: The Playbooks dashboard refreshes periodically to ensure the task counts are current.
  5. Next Bar – The Next Bar is another place you can click to start you tasks. Select Start Today’s Tasks to begin working from the first bucket (Urgent task bucket).

If your manager has enabled Playbooks Priority Mode for your team, this is what your screen will look like when you log into Playbooks.

  1. Menu – The XANT icon on the top left-hand side of the page opens the menu. From the menu, you can select the menu and navigation options available in Playbooks Priority Mode. The Plays, Email Templates, and Email Snippet menu options open a new tab when selected. The Menu button is accessible at all times.
  2. Info Bar – The Info Bar provides you with information, like inbound availability, ranking score, and notifications. To stay connected, the Info Bar is available to you on all pages inside the application.
  3. Dashboard – Your Dashboard is the first thing you see when you log in to Playbooks. This provides you with a brief overview of today’s completed and skipped tasks. If your Playbooks has been set to Priority mode, you won’t see any buckets and won’t be able to select which set of tasks you will start working first. You will only have the option to select Start Next Tasks at the top.
  4. Next Bar – The Next Bar is another place you can click to start you tasks. Select Start Today’s Tasks to begin working from the first bucket (Urgent task bucket).

Navigation Tools

There are several way to move around in the Playbooks extension.

  1. Task Badge – Indicates which task bucket you are currently working from. Personal tasks have a single silhouette icon and Shared tasks have a double silhouette icon.
  2. Action Screen – The Action Screen is where you see all past and present pertinent information for the task and complete the actual task work. From the Play tab, you see the steps in the Play you are working, see when the task is due, and interact with whatever Play Step you are set to complete. If the task is an Urgent task, a yellow tag with Urgent will be present. You can view past tasks completed on this record by clicking the Activities tab.
  3. Task Buttons – Tasks Buttons are a list of tasks available within the selected play. You can use these to send an ad hoc email, make an ad hoc phone call, schedule a call, snooze a task, send a Sendoso gift, or send an ad hoc text.
  4. Next Bar – The Next Bar along the bottom of Playbooks guides you directly to your next task with one click. Use the task bucket drop-down arrow to change between Urgent, Shared, and Personal tasks at any moment. Hovering over the drop-down arrow will display a text box which describes which option is selected. This feature has been designed to streamline your prospecting process. As soon as you open Playbooks, you can click into your first task. Depending on the current task the Next Bar Buttons will include whatever action needed to complete the task.

There are several way to move around in the Playbooks extension while in Playbooks Priority Mode.

  1. Task Badge – Indicates which task bucket you are currently working from. Personal tasks have a single silhouette icon and Shared tasks have a double silhouette icon.
  2. Action Screen – The Action Screen is where you see all past and present pertinent information for the task and complete the actual task work. From the Play tab, you see the steps in the Play you are working, see when the task is due, and interact with whatever Play Step you are set to complete. If the task is an Urgent task, a yellow tag with Urgent will be present. You can view past tasks completed on this record by clicking the Activities tab.
  3. Task Buttons – Tasks Buttons are a list of tasks available within the selected play. You can use these to send an ad hoc email, make an ad hoc phone call, schedule a call, snooze a task, send a Sendoso gift, or send an ad hoc text.
  4. Next Bar – The Next Bar along the bottom of Playbooks guides you directly to your next task with one click. As soon as you open Playbooks, you can click into your first task. Depending on the current task the Next Bar Buttons will include whatever action needed to complete the task.

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