Playbook | Custom Views

Playbook Enhancements

1. The standard Game Plan, Huddle, and My Playbook views can be customized and saved.
   • Customize the standard view’s settings
   • Save the standard settings
   For example…
   
   1. Bob’s standard Huddle view shows all resources, resources are sorted alphabetically by Name, and it uses a 5-day view of the calendar.
      
   2. Bob’s standard Huddle view also has the following Other options set by default.
      
   3. Bob changes his Huddle view such that N/A resource is not shown, resources are sorted by Criticality, and it uses a 3-day of the calendar.
      
   4. Bob changes the standard Huddle view’s Other options such that Slack is shown in both the Calendar and Backlog, and Empty Rows and Whole Day Totals are not shown.
      
   5. To save the modified his changes to his standard Huddle view, Bob clicks Save Huddle Settings.
      
   6. When Bob signs into Playbook tomorrow, his standard Huddle view will look just as he has saved it.
   7. And, if he changes any of the view settings and wants to quickly revert to the saved settings, all he has to do is click Revert to Saved Huddle Settings.
      
   8. The standard My Playbook view works the same way.
      
2. Custom views can be created and saved.
   • Create a custom view
   • Customize the view
   • Save the custom view
   For example...
   1. Bob runs two huddles, the Next Gen project, and the XP 2000 project, and he would like to easily switch his customized view from one to the other.
   2. In the Custom View drop-down menu Bob clicks New Custom View.
      
   3. Bob enters Next Gen Huddle as the custom view’s name.
      
   4. Bob configures the Next Gen huddle view settings as desired, then in the Next Gen Huddle custom view drop-down menu, clicks Save Next Gen Huddle Settings.
      
   5. In the Custom View drop-down menu Bob clicks New Custom View.
      
   6. Bob enters XP 2000 Huddle as the custom view’s name.
      
   7. Bob configures the XP 2000 huddle view settings as desired, then in the XP 2000 Huddle custom view drop-down menu, clicks Save XP 2000 Huddle Settings.
      
   8. Bob can now toggle from one custom view to the next. In the custom view drop-down menu, he clicks Next Gen Huddle then XP 2000 Huddle. Voila!
      
   9. Custom views can also be used to quickly toggle from one Game Plan view to the next and they can be project-specific or not, for example…
      1. Critical Path (Criticality filter shows Critical tasks only)
      2. Critical & Near-Critical (Criticality filter shows Critical & Near-Critical tasks only)
      3. Rolling Wave Prep