The Resource Allocation page allows you to track vacation (PTO) or reserve a resource's time by creating Salesforce tasks with a type of "Vacation" or "Future Project" (for more information, please see Resource Allocation).

Did you know that you can add custom fields in the "Create Task" window?

If the field(s) you would like to add to the Create Task window does not yet exist, you would first need to create a new custom field in the Activity object. The Activity object is where you need to go to create custom fields for Salesforce Tasks.

• How to create new custom field(s) for Salesforce Tasks

Once you've created the custom field(s), you can then add it to the Create Task window via a field set.

• How to add custom field(s) to the Create Task window

Create New Custom Field

This section will walk you through how to create new custom field(s) for Salesforce Tasks.

1. Click on the Gear icon at the top right corner and go to Setup.
   
   
    
2. Go to Object Manager.
   
   
    
3. Click on Activity from the list of Objects.
   
   
    
4. Go to Fields & Relationships and click on New. Then follow the instructions on screen which will guide you on how to create your custom field.
   
   
    

Add Custom Field(s) to Create New Task Window

This section will show you how to add custom field(s) to the Create New Task window.

1. Click on the Gear icon at the top right corner and go to Setup.
   
   
    
2. Go to Object Manager.
   
   
    
3. Enter "Task" in the QuickFind box at the top right corner and click on Task.
   
   
    
4. Go to Field Sets and click on Inspire Planner - Resource Custom Task Fields.
   
   
    
5. Drag the custom field(s) from the list of fields at the top into the box labeled "In the Field Set". When finished, click on Save.