How Do I Manage my Rows and Columns in Playbook?
The three-dot menu provides access to additional actions for managing columns and rows within a Playbook Plan.
Access the Three-Dot Menu
Open the Playbook Plan.
Click the Edit
icon (top-right).
Locate the required column or row header.
Column header tiles:
Row header tiles:
Click the three-dot menu on the header tile.
A list of options will appear for you to select from.
Column Header Options
Option | Description |
Edit Column Details | Opens the column configuration to update the column name and settings. |
Customise Colour | Allows the column colour to be updated for visual identification. |
Insert Column Before | Inserts a new column before the selected column. |
Insert Column After | Inserts a new column after the selected column. |
Copy Column | Copies the selected column, including its Packages and Subpackages, so it can be pasted elsewhere in the Playbook Plan. Stage dates will be left blank. |
Apply Attribute Sets | Applies attribute sets to the column for structured data configuration. |
Delete Column | Removes the column from the Playbook Plan. |
TIP: Once a column has been copied, the Paste Column option will appear in the column three-dot menu, allowing it to be pasted where required.
Row Header Options
Option | Description |
Edit Row Details | Opens the row configuration to update the row name and settings. |
Copy Row | Copies the selected row, including its Packages and Subpackages, so it can be pasted elsewhere in the Playbook Plan. |
Insert Row Above | Inserts a new row above the selected row. |
Insert Row Below | Inserts a new row below the selected row. |
Customise Colour | Allows the row colour to be updated for visual identification. |
Apply Attribute Sets | Applies attribute sets to the row. |
Delete Row | Removes the row from the Playbook Plan. |
TIP: Once a row has been copied, the Paste Row option will appear in the row three-dot menu, allowing it to be pasted where required.
