Loading
Salesforce now sends email only from verified domains. Read More
Action Plans
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Customize the Display Columns for Tasks in Action Plans and Action Plan Templates

            You are here:

            1. Salesforce Help
            2. Docs
            3. Action Plans

            Customize the Display Columns for Tasks in Action Plans and Action Plan Templates

            Add or remove columns from the Action Plan task list view in action plans and action plan templates.

            Required Editions

            Available in: Lightning Experience
            Available in: Automotive Cloud, Consumer Goods Cloud, Education Cloud, Financial Services Cloud, Government Cloud with Lightning Scheduler, Health Cloud, Manufacturing Cloud, Nonprofit Cloud, and Public Sector Solutions. View edition availability.
            User Permissions Needed
            To configure action plans:

            Action Plans permission set

            OR

            FSC Sales

            OR

            FSC Services

            OR

            Modify All Data
            Note
            Note For the additional task fields, the data types supported for column customization are text, boolean, and picklist (single select). All data types are supported for the default fields.
            1. Open the action plan or action plan template that you want to customize the display of columns for.
            2. From Setup, click Edit Page.
            3. Select the tasks component.
            4. In the Properties pane, under Tasks Fields Columns, click Select.
            5. From the Available list, move the columns from the Available to the Selected list and sort their order as needed.

              Action Plans Customize columns, click select to add columns to the task list view

              Action Plans Customize Columns, Move fields to selected list

              Note
              Note You can select both the default fields and the additional fields and You can select up to 8 fields to be shown on the tasks list view.
            6. ClickOK.
             
            Loading
            Salesforce Help | Article