Customize the Fields that Display on Tasks in the Activity Timeline
To customize the display and order of fields for items in the task
list, create and customize the compact layout for tasks.
Required Editions
Available in Lightning Experience
Available in: All Editions except Personal
User Permissions
Needed
To customize the fields that display on tasks:
Customize Application and Modify All Data
Certain fields remain in the task list even if you remove them from a layout, because
they contain essential task information, including the subject, status, and due date fields.
For example, suppose that you remove the status and due date fields from a compact layout. The
task checkbox and the due date still appear on tasks in the list. The remaining fields visible
in the list reflect the fields you include in the compact layout.
From Setup, at the top of the page, select Object Manager.
Click Task.
Click Compact Layouts.
Click New. If you’ve already created a custom compact layout for
tasks, select it.
If you’re creating a new compact layout, enter a name and label for it.
Select the task fields you want to display on the activity timeline.
Click Save.
Click Compact Layout Assignment.
Click Edit Assignment.
Select the new or updated layout.
Click Save.
When you click Expand All on the activity timeline, you see the
selected task fields.
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