Create CS Activity Window Fields

The following table describes the fields in the Create CS Activity window when creating a CS activity from an app page, workspace, or Activity Tracker.

Activity Details

Fields

Fields in the Activity Details Section in the Create CS Activity Window

Field	Description
Account	Lookup to the related account for the CS activity. If you are creating the CS activity from an account record page, this field is automatically populated with the account that the CS activity is created from, but it can be edited if required.
Contact	Lookup to the contacts to associate with the CS activity.
Date	The date of the CS activity.
Notes	Notes for the CS activity.
Summary	A summary of the CS activity.
Type	The type of CS activity.

Playbook Tasks

Fields

Fields in the Playbook Tasks Section in the Create CS Activity Window

Field	Description
Playbook Task Name	The name of the playbook task.
Playbook	The playbook associated with the task.
Resources	The resources assigned to the task.
Start Date	The start date of the task.
End Date	The end date of the task.
Status	The current status of the task. By default, Draft is selected. Note: Selecting some statuses can automatically set the playbook task to completed. For more information, contact your administrator.

Buttons

Buttons in the Playbook Tasks Section in the Create CS Activity Window

Button	Description
	Adds a new row to the Playbook Tasks grid enabling you to create a playbook task record.
	Deletes selected tasks.