---
title: Filter playbook activities
description: Filter the activities in the playbook stages by the selected user or activity state.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/customer-service-management/csm-playbook-filter-activities.html
release: australia
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Activities, Playbooks in Customer Service Management, Agent tools, Organize agent workspaces, Configure, Customer Service Management]
---

# Filter playbook activities

Filter the activities in the 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.

If the current activity is included in the filtered results, it remains highlighted. If it isn't included, the first activity in the filtered results is highlighted.

## Procedure

1.  Open a case record that has an associated Playbook and select the **Playbook** tab.

2.  Select the filter icon \(\[Omitted image "playbook-filter.png"\] Alt text: 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.
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 topics**  


[Using the activity stream in the contextual side panel](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/csm-playbooks-using-activity-stream.md)

[Viewing dynamic related records in the contextual side panel](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/csm-playbooks-viewing-rel-records.md)

[Viewing ribbon information in the contextual side panel](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/csm-playbooks-viewing-ribbon-info.md)

[Add an optional activity](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/using-customized-playbook-experience-for-customer-service-management.md)

[Summarize a case](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/case-summarization-in-process-page.md)

[Create a record using a playbook](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/csm-playbook-create-record.md)