Playbook Task Field Sets
Here are the field sets Customer Success Cloud adds to the Project Task object in PSA. These field sets are used by default to provide the fields displayed in the Task Portfolio and Task Management Lightning components.
|
Name |
Description |
Default Fields |
|---|---|---|
| Task Management Standard Fields |
Used to display fields in the Task Manager and Task Portfolio components. You can remove fields from this field set. |
Name, Project, Start Date Time, End Date Time, Status, Assigned Resources |
| Task Management Configurable Fields | Used to display fields in the Task Manager and Task Portfolio configurable field set. You can add fields to this field set. | Flagged |