Tasks
Stores task and to-do activity records. This table supports personal organization, follow-up tracking, and workflow execution.
Columns
| Name | Type | ReadOnly | Description |
| Acl_Team_Names | String | True |
The list of team names that are associated with this task. This value supports collaboration, access control, and record visibility. |
| Acl_Team_Set_Id | String | False |
The Id of the set of teams that have access to this task. This value is used to manage multi-team permission assignments. |
| Assigned_User_Id | String | False |
The unique identifier (Id) of the user who is responsible for this task. This assignment determines ownership and workflow accountability. |
| Assigned_User_Name | String | True |
The display name of the user who is assigned to this task. This value is shown in the user interface for clarity and reference. |
| Cj_Activity_Completion_Date | Datetime | True |
The date and time when the associated Customer Journey activity was completed. This value provides progress tracking information. |
| Cj_Activity_Start_Date | Datetime | True |
The date and time when the associated Customer Journey activity began. This value indicates the start of the guided process step. |
| Cj_Activity_Tpl_Name | String | True |
The name of the Customer Journey activity template used to define this task. This value provides insight into standardized workflow patterns. |
| Cj_Actual_Sort_Order | String | False |
The actual position of this task within the ordered sequence of Customer Journey activities. This value supports structured progression tracking. |
| Cj_Allow_Activity_By | String | False |
The list of roles, users, or criteria that are permitted to complete this Customer Journey activity. This value controls participation visibility and authorization. |
| Cj_Blocked_By_Stages | String | False |
The Customer Journey stages that must be completed before this task can proceed. This value enforces required sequence dependencies. |
| Cj_Days_To_Complete | String | True |
The expected number of days allocated to complete this Customer Journey activity. This value informs pacing and time-management guidance. |
| Cj_Momentum_End_Date | Datetime | False |
The date when the momentum measurement period for this activity ends. Momentum tracking helps monitor engagement velocity. |
| Cj_Momentum_Points | Int | True |
The number of points attributed to the user for progressing this Customer Journey activity. This value can influence scoring or gamification metrics. |
| Cj_Momentum_Ratio | Double | True |
A calculated ratio reflecting the rate of progress within the Customer Journey. This value supports performance insight. |
| Cj_Momentum_Score | Int | True |
The momentum score that is assigned to this Customer Journey activity. This score reflects progress pace and consistency. |
| Cj_Momentum_Start_Date | Datetime | False |
The date when the momentum measurement period for this activity begins. This date marks the start of engagement pace tracking. |
| Cj_Parent_Activity_Id | String | False |
The Id of the parent Customer Journey activity that this task is linked to. This value establishes hierarchical or sequential activity relationships. |
| Cj_Parent_Activity_Type | String | False |
The type of Customer Journey activity this task is associated with (for example, 'milestone' or 'task'). This value provides workflow context. |
| Cj_Url | String | False |
The URL link that directs the user to the Customer Journey activity or supporting guidance. This value aids navigation during task execution. |
| Commentlog | String | True |
The comment log entries that are associated with this task. This field stores collaboration notes, instructional details, or record history. |
| Contact_Email | String | False |
The email address of the contact that is associated with this task. This value supports communication and outreach related to the task. |
| Contact_Id | String | False |
The Id of the contact that is associated with this task. This value links the task to a specific individual in the system. |
| Contact_Name | String | True |
The display name of the contact that is associated with this task. This value is shown for clarity in the user interface. |
| Contact_Phone | String | True |
The phone number of the contact that is associated with this task. This value can be used for communication or follow-up. |
| Created_By | String | True |
The Id of the user who created this task record. This value identifies the origin of the task for ownership and audit tracking. |
| Created_By_Name | String | True |
The display name of the user who created this task record. This value supports readability and context in the interface. |
| Customer_Journey_Blocked_By | String | False |
The Customer Journey elements or stages that prevent this task from progressing. This value enforces required completion logic. |
| Customer_Journey_Points | String | False |
The points awarded for completing this Customer Journey task. This value can contribute to performance scoring or progress assessment. |
| Customer_Journey_Progress | Double | True |
The percentage of progress that is completed within the Customer Journey at this task. This value supports process visibility. |
| Customer_Journey_Score | Int | True |
The overall score associated with the Customer Journey activity at this task stage. This value reflects tracked performance metrics. |
| Customer_Journey_Type | String | False |
The classification type of the Customer Journey this task belongs to. This value indicates the methodology or guided workflow being followed. |
| Date_Due | Datetime | False |
The due date and time for completing the task. This value provides scheduling expectations and workflow timing. |
| Date_Due_Flag | Bool | False |
A Boolean field that returns a value of 'true' when the due date is flagged for attention or special conditions. It returns a value of 'false' when no due date alert applies. |
| Date_Entered | Datetime | True |
The date and time when this task record was created. This value supports timeline tracking and audit review. |
| Date_Modified | Datetime | True |
The date and time when this task record was most recently updated. This field supports version history and change transparency. |
| Date_Start | Datetime | False |
The start date and time assigned for this task. This value is used for planning and timeline management. |
| Date_Start_Flag | Bool | False |
A Boolean field that returns a value of 'true' when the start date is flagged for attention or special conditions. It returns a value of 'false' when no start date alert applies. |
| Deleted | Bool | False |
A Boolean field that returns a value of 'true' when this task record is marked as deleted. It returns a value of 'false' when the record remains active and available. |
| Description | String | False |
A detailed description of the task. This field can include instructions, notes, or contextual information relevant to the task. |
| Dri_Subworkflow_Id | String | False |
The Id of the subworkflow that this task is associated with in a Customer Journey. This value links the task to a defined guided process segment. |
| Dri_Subworkflow_Name | String | True |
The display name of the subworkflow that is associated with this task. This value provides clarity when viewing Customer Journey process steps. |
| Dri_Subworkflow_Template_Id | String | False |
The Id of the subworkflow template that is used to generate this task. This value indicates standardized workflow configuration. |
| Dri_Subworkflow_Template_Name | String | True |
The name of the subworkflow template that defines this task's structure or behavior. This supports guided workflow continuity. |
| Dri_Workflow_Id | String | False |
The Id of the Customer Journey workflow that this task belongs to. This value links the task to the larger guided process. |
| Dri_Workflow_Name | String | True |
The display name of the Customer Journey workflow associated with this task. This value provides context in user-facing views. |
| Dri_Workflow_Sort_Order | String | False |
The sequence order of this task within the associated Customer Journey workflow. This value affects task progression and stage navigation. |
| Dri_Workflow_Task_Template_Id | String | False |
The Id of the workflow task template that defines this task. This value supports standardized task structure. |
| Dri_Workflow_Template_Id | String | False |
The Id of the workflow template that is used to generate the Customer Journey that includes this task. This value indicates reusable customer engagement patterns. |
| Dri_Workflow_Template_Name | String | True |
The display name of the workflow template that governs this Customer Journey. This value assists with identifying standardized workflow models. |
| Following | Bool | False |
A Boolean field that returns a value of 'true' when the current user is following this task to receive activity updates. It returns a value of 'false' when the user is not following the record. |
| Id [KEY] | String | True |
The Id for this task record. This value is used to reference and manage the task throughout the system. |
| Is_Cj_Parent_Activity | Bool | False |
A Boolean field that returns a value of 'true' when this task functions as a parent-level Customer Journey activity. It returns a value of 'false' when the task is not a parent activity. |
| Is_Customer_Journey_Activity | Bool | False |
A Boolean field that returns a value of 'true' when this task is part of a Customer Journey workflow. It returns a value of 'false' when the task is not associated with a guided journey. |
| Locked_Fields | String | True |
The list of fields that are restricted from editing for this task. This prevents modification of protected or system-governed values. |
| Modified_By_Name | String | True |
The display name of the user who most recently modified this task record. This value provides visibility into update history. |
| Modified_User_Id | String | True |
The Id of the user who most recently updated this task record. This value identifies the source of the latest change. |
| My_Favorite | Bool | False |
A Boolean field that returns a value of 'true' when the task record is marked as a favorite by the current user. It returns a value of 'false' when it is not marked as a favorite. |
| Name | String | False |
The name of the task. This value is used as the primary label throughout the user interface and reports. |
| Parent_Id | String | False |
The Id of the parent record that is associated with this task. This value links the task to another record such as an account, opportunity, or contact. |
| Parent_Name | String | True |
The display name of the parent record that is associated with this task. This value is shown for clarity in the interface. |
| Parent_Type | String | True |
The module type (for example, 'Accounts', 'Opportunities', or 'Contacts') of the parent record that is associated with this task. |
| Priority | String | False |
The priority assigned to the task (for example, 'Low', 'Medium', or 'High'). This value indicates urgency and expected attention level. |
| Start_Next_Journey_Id | String | False |
The Id of the Customer Journey that should be initiated when this task is completed. This value enables chained or sequential engagement journeys. |
| Status | String | False |
The current status of the task (for example, 'Not Started', 'In Progress', or 'Completed'). This value indicates where the task stands in its lifecycle. |
| Sync_Key | String | True |
The synchronization key that is used to match this task record with external systems. This value supports data consistency across integrations. |
| Tag | String | False |
The tags that are associated with this task. Tags support flexible filtering, grouping, and classification. |
| Team_Count | String | False |
The number of teams that are associated with this task record. This value indicates collaboration scope and access distribution. |
| Team_Id | String | False |
The Id of the primary team that is responsible for this task. This value establishes default ownership and access settings. |
| Team_Name | String | False |
The display name of the primary team that is associated with this task. This value is shown throughout the interface for clarity. |
| Team_Set_Id | String | False |
The Id of the set of teams that share access to this task record. This value supports collaborative permission assignments. |
| Time_Due | Datetime | False |
The time of day when the task is due. This value provides precision for scheduling and workflow planning. |