Playbook Task Fields

The Playbook Task object includes the following fields.

R – Read-only

Playbook Task Fields

Field

   Description
Account   The account that relates to the playbook task.
Assigned Resources   The resources assigned to the task.
Completed  

If selected, the task is completed.

Note: Selecting the Completed checkbox can update the status of the task. For more information, contact your administrator.
Description   The description of the playbook task.
Duration (Days)   The duration of the playbook task in days.

End Date

   The end date of the task.
End Date and Time   The end date and time of the task.
Flagged   If selected, the task has been flagged for attention.
Hours  

The number of working hours required to complete the task.

This field is mandatory when creating PSA resource requests. If the field is updated on the playbook task, the field on the associated resource request is also updated. For more information, see Creating PSA Resource Requests.
Notes   The notes entered on the playbook task.
Objective   The objective that relates to the playbook task.
Record Type R The type of the playbook task record. This field displays only if your administrator has created one or more record types for this object and added this field to the necessary page layouts. The user can select a record type when creating a new playbook task record from the Actions panel. If only one record type has been created for this object, that record is selected by default. For more information, see Setting up Customer Success Cloud.
Parent Success Plan   The success plan that relates to the playbook task.
Playbook   The playbook associated with the task.
Resource Role  

The resource role associated with the task.

This field is mandatory when creating PSA resource requests. If the field is updated on the playbook task, the field on the associated resource request is also updated. This field cannot be updated if the playbook task has an associated playbook task assignment for a PSA resource. For more information on PSA resource requests, see Creating PSA Resource Requests.
Start Date   The start date of the task.
Start Date and Time  

The start date and time of the task.

These fields are mandatory when creating PSA resource requests. If the fields are updated on the playbook task, the fields on the associated resource request are also updated. For more information on PSA resource requests, see Creating PSA Resource Requests.
Status  

The current status of the task.

Note: Selecting some statuses can automatically set the playbook task to completed. For more information, contact your administrator.
Template Task  

If selected, the task is associated with a success plan or playbook that is a template. This field is not editable.

Note: Tasks associated with templates are not displayed in Activity Tracker.