Playbook Task Field Sets

Here are the field sets contained within the Customer Success Cloud Playbook Task object. These field sets are used by default to provide the fields displayed in the Playbook Task Portfolio Grid and Playbook Task Manager 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 Playbook Task Manager and Playbook Task Portfolio Grid components. You can remove fields from this field set. Note: The Name and Playbook fields cannot be removed and will always display in the grid.	Name, Playbook, Assigned Resources, Status, Start Date Time, End Date Time
Task Management Additional Columns	Defines the additional columns that display in the Playbook Task Manager and Playbook Task Portfolio Grid components. You can add and remove fields in this field set.	Flagged