Playbook_Task__c
Label: Playbook Task Represents a collection of work associated with a playbook, often tracked for completion by due date.
| Account__c |
Account |
December 2023 |
The account that relates to the playbook task.
Looks up to: Account
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Lookup |
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| Assigned_Resources__c |
Assigned Resources |
Spring 2023 |
The resources assigned to the task.
|
LongTextArea(256) |
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| Completed__c |
Completed |
Summer 2023 |
If selected, the task is complete.
|
Checkbox |
false |
| Description__c |
Description |
Spring 2023 |
The description of the playbook task.
|
LongTextArea(32768) |
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| Duration_Days__c |
Duration (Days) |
April 2023 |
The duration of the playbook task in days.
Formula:
End_Date__c - Start_Date__c
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Number(4,0) |
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| End_Date_Time__c |
End Date and Time |
Spring 2023 |
The end date and time of the task.
|
DateTime |
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| End_Date__c |
End Date |
Spring 2023 |
The end date of the task.
Formula:
DATEVALUE(End_Date_Time__c)
|
Date |
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| Flagged__c |
Flagged |
Spring 2023 |
If selected, the task has been flagged for attention.
|
Checkbox |
false |
| Is_Template__c |
Template Task |
Spring 2024 |
If selected, the playbook task is part of a template.
Formula:
IF(NOT(ISBLANK(Playbook__c)), Playbook__r.Is_Template__c, IF(NOT(ISBLANK(Parent_Success_Plan__c)), Parent_Success_Plan__r.Is_Template__c, False))
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Checkbox |
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| Notes__c |
Notes |
Winter 2024 |
The notes entered on the playbook task.
|
Html(32768) |
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| Objective__c |
Objective |
Summer 2024 |
The objective that relates to the playbook task.
Looks up to: Objective__c
|
Lookup |
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| Parent_Success_Plan__c |
Success Plan |
January 2024 |
The success plan that relates to the playbook task.
Looks up to: Success_Plan__c
|
Lookup |
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| Playbook__c |
Playbook |
Spring 2023 |
The playbook associated with the task.
Looks up to: Playbook__c
|
Lookup |
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| Resource_Role__c |
Resource Role |
Winter 2024 |
The resource role associated with the task.
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Picklist:
Architect
Business Analyst
Client Manager
Consultant
Contractor
Executive
Project Manager
Senior Consultant
Trainer |
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| Start_Date_Time__c |
Start Date and Time |
Spring 2023 |
The start date and time of the task.
|
DateTime |
|
| Start_Date__c |
Start Date |
Spring 2023 |
The start date of the task.
Formula:
DATEVALUE(Start_Date_Time__c)
|
Date |
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| Status__c |
Status |
Spring 2023 |
The current status of the task.
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Picklist:
Blocked
Complete
Deferred
Draft
Planned
Started |
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| Task_Hours__c |
Hours |
Winter 2024 |
The total number of working hours required to complete the task.
|
Number(16,2) |
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