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if the user adds a stock the Quote card is added in the last placeif the user adds a watchlist then all the quote cards of all the watchlist are added to the end of the playbook viewif the user adds a stock it is added to the ungrouped group at the end of the viewif the user adds a watchlist it is added as the last watchlist
Playbook Dashboard Page
Playbook Dashboard User Stories
Last edited 1007 days ago by Nadim Massih.
Description
The Playbook page is the display view of a users own and followed Playlists. This is the core of the application where the user will probably spend the most time building Playbooks, Playlists, create plays , do analysis and follow updates on their ideas. The User may view the stocks they are watching in multiple modes or views ( These are the Quoteboard View , Playlist View, List, Focus
A Playbook is comprised of the following elements: Widgets, Individual stock cards, Playlists and Highlights
Section Overview
Overview of main sections of the page
The Main Sections
Section
Description
User Stories
Notes
Header Title
This section displays the title ( & avatar of user if applicable )
Open
Toolbar & Navigation
The Universal Toolbar for any playbook and view mode that allows users to alter the view and content of the playbook
Open
Widget Deck
This is a fixed section which can be enabled/disabled to display user selected group of
Broken link
Open
Playbook Main Content
This is the main section of the playbook experience and where users will be able to monitor the plays and stocks they are watching. This section has multiple view modes and layouts that can be managed through the . The notable view modes and layouts are :
The user can also enable a header content by using which is described in further detail on the page.
Please see
Open
Bottom bar
This is a notification section which can be expanded and collapsed and is described in further detail below
Open
Side Pane
The side pane is a multi function window that is primarily used for communication and news purposes as described in but can also double up as a details viewer page that allows users to view :
Without leaving the playbook experience. The details of these interactions will be described later on this page.
Open
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User Stories
This section details the user interaction and functions of the page. Universal sections such as navigation and modals are described in detail in the ( ) section. Playbook Tool bar is described in more detail here . the specific details of each view are described in their respective sections ( , , , ) but a high level overview of each can be found below.
Content Section - User Stories ( Generic )
Main Story
User Stories
Action
Title Section
3
A User can Click on the back button to navigate to the previous page prior to landing on the playbook. The back button is NOT used to navigate between different view states of the playbook itself.
Application navigates to previously visited page
A User can click on the title of the Playbook to edit the title itself
Application enables the editing of the title as an inline text field and saves automatically when a user presses enter or navigates away
A User can click on the button beside the title to select another playbook
Application displays a dropdown of playbooks and navigates to a new playbook once clicked
Content Display
9
The application displays the Quote card view, Grid layout and no filters by default
The application automatically preserves the last state of the playbook and when a user returns to the playbook the previous
Application loads in the previous state preserving the View and layout states selected by the user on previous visit
The application automatically preserves the last filters enabled by the user for the next visit
Application loads in the previous state preserving filters selected by the user on previous visit
A User can vertically scroll through the content section of the playbook independantly
Application allows vertical scroll
A User can select to pin items to the top of the content area so that they are fixed while scrolling
Application scrolls vertically while fixing selected pinned content to the top of the frame
The Content Updates & refreshes stock information, indicator values, alert notifications, subscription updates in realtime without any user interaction required
Application updates display information in realtime
The Content rearranges its layout to fit the width of the screen while preserving the order defined by the user either through manual reordering ( ) or through filtering / sorting described in the next items
Application changes its width and elements in a fluid layout manner to accomodate different screensizes and sidepane ( collapse / Expand ) states
A User can click the refresh button to manually referesh the data on the page
Application refreshes the data on the page
A User can enable focus mode on all views and layouts by clicking on the stock and selecting focus ( See ) focus mode is enabled from the options menu
Application displays a focus mode window at the top of the content view
Adding Content
2
A User can click the plus button to add stock or watchlist to the content section in all views.
Application displays the and after the user has selected the content automatically displays the content in the playbook’s content section.
A User can scroll to the bottom of the content area to see a plus button that allows the user to add stock or watchlist to the content section in all views.
Same as above.
Content Options
3
A user can roll over a watchlist to display an interaction options menu as desribed in
Application displays an options menu
A User can roll over a quote card to display an interaction options menu as described in
Application displays an options menu
A User can roll over an item on a list to display an interaction options menu as described in the
Application displays an options menu
Toggle View
1
A User can toggle the content view between and by clicking group by dropdown in the toolbar and selecting the respective view
The Application displays the playbook in the selected view.
Toggle Layout
1
A User can toggle the content view between the or by clicking on the toggle in the toolbar
The Application displays the playbook in the selected Layout mode.
Filter Content
1
A User can cation
Content Sorting
0
Change Card Layout
1
A User can change the card layout for all cards by rolling over the card layout drop down ( see ) and selecting a card. Quote card layouts and management are explained in further detail here
Application changes the card layout of all cards in the playbook
Widgets & Widget Deck
This section sits ontop of the content area and holds the widgets
Widget Deck User Stories
Main Story
User Story
Action
Enable/Disable
2
A User can Hide the Widget Deck by rolling over the section and clicking collapse
Application hides the widget deck
A User can enable the Widget deck ( if Hidden ) by rolling over the widget icon ( which only appears if it is hidden
Application displays the widget deck
Edit Widget deck contents
3
A User can remove a widget by clicking the close button that appears on roll over
Application removes the widget
A User can display the Widget options by clicking on the gear button that appears on roll over
A User can add a widget by clicking the add button that appears on rollover of the widget deck
1
4. Bottom bar
The bottom bar displays notifications for all related stocks and subscriptions set by the user.
Bottom bar User stories
Main Story
User Story
Action
Display
8
A User can see incoming notification pills along the bottom bar
The Application displays notification pills
A User will see updates to the notifications without refreshing the page
The Application displays new notifications in realtime
The Application displays notification pills
A User can expand and collapse the Bottom bar by rolling over the 
alerts icon
Application Displays or Hides Bottom bar
A user can remove an alert from the list by rolling over and clicking the close button
Application removes the alert
A User can display more details of the alert by clicking on it
Application displays the for stocks, Video side pane for Briefs , News Article pane for Articles,
A User no longer sees an alert in the list after they have viewed the details
Application removes the alert
A User can view the displaying all alerts Hidden , Closed , Historical and Active by rolling over the alerts icon can navigating to view all button ( not shown )
Create alert
1
A User can create a new alert by clicking on the add alert button
Filter
4
A User can filter alerts by clicking on the filter button
Application displays the tooltip on hover
Application enables filter based on the selection and immediately applies it for the current list and incoming alerts
The application preserves the alert filter settings even when the user navigates away to another playbook
Application preserves bottom bar filter settings accross playbooks
The Side Pane
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