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In the Details tab, enter information about the Event you are creating.
Subject: Enter the Event Name in Subject field
Type: Select Type (if you created one in Event Types setting)
Starts In: Enter Starts In and Duration of In
Duration: Enter Duration in # of days of the Event
If you enabled Stage Auto-Progression:
Stage: Select Stage
Require to complete Stage: On the basis of playbook events behavior settings, mark whether the event is required to complete the stage
Fill in other relevant information and Save
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Event Description: Optional description
Event Goal: Optional text that can describe the Goal
Code - Code is used for integration purposes. Assign a code if you want to reference the deployed event inside Process Builder. E.g. show event status in a Report ( For information on how to build a report, click here)
Checklist tab
Checklist items are tasks that Users complete. If you mark a checklist item as required, the User must complete the task before the event can be closed.
Note: Users are able to Add / Edit / Delete Checklists in Playbook.
Click
Enter the subject of checklist item
If required, tick the REQ. box
Click the
button and if needed, continue creating checklist items
Individual tasks can be edited, deleted or reordered
To reorder tasks, simply drag individual tasks to the desired position
Save the checklist
will delete the Event.
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To add a Link, click
Tao add a File, click
Click Save
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Required = Event can be closed only after the Event upon which it is dependent is completed and closed.
Not Required = Event can be closed without completing or closing the Event upon which it is dependent.
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Click on the Event name to open the event
Go to Dependency tab and click on Add dependency
Select a target event and mark if the target event will be required as completed in order to complete this Event
Save
Add additional dependencies if needed and Save
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Add dependency from the Gantt view:
Click the
button
Click the
corner button of an Event, and drag the line to the start or end of the dependent event.
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Toggle Sidebar - Toggles visibility of the Sidebar.
Switch view between days and months.
Scroll buttons - Scroll the Gantt area to Start, left, right or to the End
Export data as Excel, PDF, Image or MS Project
Add a new Event
Event Stage - click
to hide Events from view.
Dependency button - hover over the event corner > click the button and drag the dependency line to the desire event.
Event Bar - Double click to open the Event, hover over the event bar corner to extend or shorten the event bar, click 1x to move the event right or left
Not required dependency (grey)- to delete it click 2x on the dependency line and click Delete.
Required dependency (orange) - to delete it click 2x on the dependency line and click Delete.
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Individual data can be propagated on the Opportunity layout or in the Reports.
Settings are made to the template from which you want to propagate data. If there are multiple active templates, you need to set up sync for each template from which data will be propagated.
To assign the sync, the custom fields on the Opportunity or ClosePlan Object need to be created. To propagate data to the Opportunity layout, the custom fields need to be created on the Opportunity Object.
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Save
Repeat steps to set sync for other events
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Note: Event Status picklist found on CP:Event is a Custom Field Definition and is part of the managed package. Modifying the Status picklist can adversely affect the application, unless explicitly stated. In general, any field or picklist that can be modified is accessible through the ClosePlan Admin tab. If any changes are needed to the Status Picklist, please coordinate with Engineering by sending the request to Support@People.ai |