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.

Note:

The Name and Project fields cannot be removed and will always display in the grid.

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