Playbook Task Field Sets
Here are the field sets contained within the Customer Success Cloud Playbook Task object.
* Indicates that the 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 |
---|---|---|
Additional Filter Panel Fields |
Defines the additional fields that display in the filter panel on the Playbook Task Portfolio Calendar and Playbook Task Portfolio Grid components. |
Status, Flagged |
Copy From Template Playbook Task Fields | Enables you to define the playbook task fields to copy when creating playbook tasks from a template. | Description |
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, Completed |
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 |