Task Portfolio Lightning Component Properties

This table lists the fields available in the properties pane in Lightning App Builder for the Task Portfolio Lightning component.

Key:

* – Mandatory field

Field

Description

Default Value
Additional Project Task Fields Field Set

The field set containing the additional fields that are displayed in the Task Portfolio component.

The fields from the selected field set are displayed as columns in the Task Portfolio, in addition to the following fields:

  • Pinned
  • Playbook Task Name
  • Playbook
  • Account

Users can edit fields directly in the Task Portfolio grid, subject to their permissions, except for the field types detailed below.

  • The following field types are visible, but not editable from the grid:
    • Geolocation
    • Text Area
    • Long Text Area
  • The following field types cannot be displayed in the grid:
    • Lookup
    • Rich Text Area
    • Time

  • Picklists with dependencies that are not included in the field set are visible but not editable from the grid.

 None
Project Name Field Label The name displayed in the Project Name Field in the Task Portfolio.  
Record Type* The project record type that you want to provide the records in the Task Portfolio. Playbook
Task Name Field Label The name displayed in the Task Name Field in the Task Portfolio.