Playbook Task Field Sets

Here are the field sets Customer Success Cloud adds to the Professional Services Automation Project Task object. These field sets are used by default to provide the fields displayed in the Task Portfolio and Task Management 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.	None
Task Management Standard Columns	Defines the standard columns that display in the Task Manager and Task Portfolio components. You can remove fields from this field set. Note: The Name and Project fields cannot be removed and will always display in the grid.	Name, Project, Start Date Time, End Date Time, Status, Assigned Resources
Task Management Additional Columns	Defines the additional columns that display in the Task Manager and Task Portfolio components. You can add fields to this field set.	Flagged