Playbook Task Field Sets

The Accounting Playbook Task object includes the following field sets.

Name	Description	Locations	Default Fields
Playbook Task	Used to display the columns in the Accounting Playbook Task Portfolio Grid.	Accounting Playbook Task Portfolio Grid Lightning component.	Accounting Playbook
			Assignee
			Company
			Due Date
			Name
			Overdue
			Period
			Status
			Year

Concepts

Accounting Playbooks Overview

Tasks

Creating Accounting Playbooks

Creating Accounting Playbook Task Templates

Creating Accounting Playbook Templates

Managing Accounting Playbooks

Using the Accounting Playbook Task Portfolio Calendar

Using the Accounting Playbook Task Portfolio Grid

Creating Accounting Playbook Tasks

Sample Period End Playbook Templates

Approving Playbook Tasks

Removing and Replacing Users