Admin Guide - Lightning Component - Salesforce Task View

The Salesforce Task View Lightning component provides users with the ability to see and toggle between All Salesforce Tasks, My Salesforce Tasks and All Overdue Tasks. This component can be added to any Lightning page such as a homepage or the project Lightning record page.
 

When this component is added to a Lightning page such as a homepage, it will display the following:
 

• All Salesforce Tasks - will include all Salesforce Tasks where Inspire Task field is not blank. This means that the component will only display Salesforce Tasks related to Projects.
   
• My Salesforce Tasks - will include all Salesforce Tasks assigned to the viewing user. This will also only display Salesforce Tasks related to Projects.
   
• All Overdue Tasks - will include all Salesforce Tasks that are overdue. This will also only display Salesforce Tasks related to Projects.

When this component is added to the project Lightning record page, it only displays Salesforce Tasks related to the project. This provides Project Managers a quick and easy way to see and navigate to the related Salesforce Tasks.

This help article will walk you through how to add the Salesforce Task View Lightning component to a Lightning page and also how to define which Task fields are displayed within the component.
 

• Enable Access to Component
• Add Component to a Lightning Record Page
• Define Columns displayed in Salesforce Task View Component

Please note:

You must be a Salesforce System Administrator to complete the steps outlined below.

Enable Access to Component

If you have custom permission sets, you will need to edit them to grant access to components used by the Salesforce Task View Lightning Component. This section will show you how.

1. Click on the Gear Icon at the top right corner and go to Setup.
   
   
    
2. Enter "Permission Set" in the Quick Find box and click on Permission Sets.
   
   
    
3. Click on your custom permission set. The image below just shows an example.
   
   
    
4. Click on Apex Class Access.
   
   
    
5. Add the following apex classes and click on Save.
   
   inspire1.SalesforceTaskListController
   inspire1.SalesforceTaskListControllerTest
   
   
    
6. Repeat the above steps for all your custom permission sets.

Add Salesforce Task View Component to a Lightning Page

This section will walk you through how to add the Salesforce Task View Lightning component to a Lightning record page.

1. Click on the Gear Icon in the top right corner and go to Setup.
   
   
    
2. Enter "Lightning App Builder" in the Quick Find box and click on Lightning App Builder.
   
   
    
3. Locate the Lightning page you would like to add the component to and then click on Edit beside it. The image below is just an example.
   
   
    
4. The Salesforce Task View Lightning component can be added to any area in a Lightning page. In this example, we are going to add the component to its own tab within the Project Lightning record page.
   
   If you are adding the component to your homepage, you can skip to step 8 below.
   
   The first step is to create a new tab. Click on the Tab area of the Lightning Page.
   
   
    
5. Click on Add Tab on the right.
   
   
    
6. A new tab called "Details" will be added. Click on it and select "Custom" in Tab Label and enter a custom label. In the example below, we are going to use "Salesforce Tasks" as the custom label. This is going to be the name of the new tab.
   
   
    
7. Next, click on the new tab you just added.
   
   
    
8. In the list of Components on the left, scroll down to the section labeled "Custom" and look for "Inspire - Salesforce Task View". Drag this component to the new tab you created.
   
   If you are adding the component to a homepage, simply drag the component to your desired area on the homepage. 
   
   Click on Save when finished.
   
   

Define Columns in Salesforce Task View

You can also define which columns (fields) are displayed in the Salesforce Task View component. This section will show you how.

1. In Setup, go to Object Manager.
   
   
    
2. Enter "Task" in the Quick Find box on the top right corner and click on Task.
   
   
    
3. Click on Field Sets.
   
   
    
4. Next, click on Inspire Planner - Salesforce Task View Custom Fields. This field set allows you to specify which fields are displayed as columns within the Salesforce Task View Lightning Component.
   
   
    
5. From the list of fields at the top, drag the field you would like to add into the box labeled "In the Field Set". The order that the fields appear in the box will be the same column order displayed in the Salesforce Task View Lightning component from left to right. Click on Save when you've finished making your changes.
   
   Please Note:
   Users must have access to the Task fields you choose to include in the field set.