---
sourceDocument: Xanadu Customer Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/customer-service-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Filter playbook activities

# Filter playbook activities {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Filter the activities in playbook stages by the selected user or activity state.

## Before you begin

Role required: sn_customerservice_agent

## About this task

When an agent filters the activities in playbook stages:

* The stages containing activities that match the filter conditions are automatically expanded.
* The activities that match the filter conditions are displayed within the expanded stages.
{#csm-playbook-filter-activities__ul_pbm_mc1_fpb}If the current activity is included in the filtered results, it remains highlighted. If it is not included, the first activity in the filtered results is highlighted.

## Procedure

1. Open a case record that has an associated Playbook and click the Playbook tab.
2. Click the filter icon (![Playbook header filter icon]()) at the top of the playbook lifecycle to open the context menu.
3. Select one or more of the following filter choices:
   * A user in the Assigned to section.
   * An activity state in the State section.
   {#csm-playbook-filter-activities__choices_n5w_hcw_fpb}
4. Click outside the context menu to close the menu and apply the filter.
5. To clear the playbook activity filter, click the filter icon and clear the current selections in the context menu.
**Related concepts**   

* [Using the activity stream in the contextual side panel](https://servicenow-prod.fluidtopics.net/bl3PP8Em9x8wHdVSngSnyw "Customer service agents can access the activity stream in the contextual side panel in CSM Configurable Workspace.")
* [Viewing dynamic related records in the contextual side panel](https://servicenow-prod.fluidtopics.net/VQ6cY5LPUR3liUNhirde1g "Customer service agents can view dynamic related records in the contextual side panel in CSM Configurable Workspace. This feature displays related records that dynamically change based on the context of the current record or playbook activity.")
* [Viewing ribbon information in the contextual side panel](https://servicenow-prod.fluidtopics.net/Ximk0xlrOQCN92NudtMntw "Customer service agents can view ribbon information in the contextual side panel in CSM Configurable Workspace.")
* [Summarize a case](https://servicenow-prod.fluidtopics.net/2GlwEIJzmiSBjb3NOzq22A "Enable your agents to summarize the case details and to display this information on the case record by using the Now Assist for CSM case summarization skill.")  
**Related tasks**   

* [Add an optional activity](https://servicenow-prod.fluidtopics.net/B6ODLsXxgHIFZcQ1f5PZJQ "Add optional activities to different stages in a playbook. Although customer processes follow a certain structure, optional tasks may be necessary in some instances. For example, a customer may want to schedule an appointment to visit a location.")
* [Create a record using a playbook](https://servicenow-prod.fluidtopics.net/O~pzCkYdDwEvExK0xOdz~g "Create a record using a playbook activity instead of a record form.")