Planning board tooltip

When a user hovers an appointmentAppointmentA task scheduled to a resource for a specific period - the scheduled instance you see on the planning board. on the planning boardPlanning boardThe main graphical scheduling surface where dispatchers drag tasks onto resources across a timeline., a tooltip pops up with details about that appointment. You decide which fields show up, in what order, and under which labels.

Unlike the appointment subject and body, the tooltip can pull from the full appointment object graph - the taskTaskA unit of work that belongs to a job. It appears in the open task list until it is scheduled to a resource., the jobJobA high-level container, comparable to a project, that bundles related tasks together with common information such as customer, billing, and address., the customer, the categoryCategoryA visual indicator (a color) applied to appointments to classify or label them., the time markerTime markerA visual indicator on an appointment, separate from its category, used to flag a status or condition at a point in time. - not just the flat appointment record. That makes it the right place to surface context that doesn't fit in the subject line.

The tooltip itself is opt-in: it must be enabled in Application Setup → Planning → Visualization. What's configured here determines what is shown; the setup toggle determines whether it is shown.

Configure it

The configuration is on the Tooltip tab of the field templates page: see Field templates - Planning board tooltip.