Playbook Task Field Sets
Here are the field sets contained within the Customer Success Cloud Playbook Task object. These field sets are used by default to provide the fields displayed in the Playbook Task Portfolio Grid and Playbook Task Manager lightning components.
|
Name |
Description |
Default Fields |
|---|---|---|
| Task Management Standard Columns |
Defines the standard columns that display in the Playbook Task Manager and Playbook Task Portfolio Grid components. You can remove fields from this field set. |
Name, Playbook, Assigned Resources, Status, Start Date Time, End Date Time |
| Task Management Additional Columns | Defines the additional columns that display in the Playbook Task Manager and Playbook Task Portfolio Grid components. You can add and remove fields in this field set. | Flagged |
SECTIONS