Ability to save filters within Playbook

I like the initiative search box….

At the same time realize that clients with AutoPricer and PharmaPricer often only want to see the initiatives relevant to them….for example many Supply Chains have no involvement in Pharmacy and vice versa.

I’m thinking here about review at the team level….not individual (where they only see what is assigned to them)…..the team level is where we run our routine meetings….and we hope more and more clients will work at the team level on their own to see their overall progress.

It seems to me that generally this has to do with the initiative source….filtering to the view the relevant team wants to work with.

Custom Grids are a possibility….but I think a drop down option that allows users to pick the initiative sources they want for their team view makes sense. So, like in Excel the dropdown would show the initiative source types currently included in their initiative history….so by choosing the sources they want to see it’s filtered accordingly.

For example, the Supply Chain might want to see just AutoPricer and AutoPricer Custom Initiatives….maybe not Pharmacy and New Product Requests.

This could also be a Team Setting….where the Supply Chain Team chooses only the Initiative Sources relevant to them….similarly the Pharmacy team….so they do not have to search to filter the Team View each time they open Playbook.