Salesforce Task - Adding the Project Task Chatter Feed

The Inspire - Project Task Chatter Feed Lightning component allows Inspire Planner users to see, create posts, and share files in the Project Task chatter feed from their assigned Salesforce Tasks. This feature makes it easier for project managers and assigned resources to post updates and share information specific to a task.

The Inspire - Project Task Chatter Feed Lightning component is different from the native Salesforce Task Chatter. This means that when you post an update, a link or share a file in the Project Task Chatter in the project, these will not display in the native Salesforce Task Chatter feed and vice versa. You will need to add the Inspire - Project Task Chatter Feed Lightning component to your Salesforce Task Lightning record page so that you can see the Project Task Chatter posts.

This help article will show you how to add the Inspire - Project Task Chatter Feed Lightning component to your Salesforce Task Lightning record page.

Please Note:

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

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 Quick Find box at the top right corner and go to Task.
   
   
    
4. Go to Lightning Record Pages and click on the Lightning Record page you are using for Salesforce Tasks. The image below is just an example.
   
   
    
5. Click on Edit.
   
   
    
6. Under the section on the left labeled "Custom - Managed", drag the "Inspire - Project Task Chatter Feed" Component to your desired area on the page.
   
   
   
    
7. Next, you will need to set the component visibility for the Inspire - Project Task Chatter Feed so that it only displays on the Salesforce Task if the viewing user is an Inspire Planner user and the Salesforce Task is related to a Project Task. 
   
   Click on the Inspire - Project Task Chatter Feed component on the page to select it. Then, in the panel to the right, under Set Component Visibility, click on + Add Filter.
   
   
    
8. Click on Advanced.
   
   
    
9. Then click on Select.
   
   
    
10. Enter "user" in the box and click on User.
    
    
     
11. Enter "Inspire" in the box and click on Inspire Planner User. Then, click on Done.
    
    
     
12. Set the value to True and click on Done. The filter you've just set checks to see if the viewing user is an Inspire Planner user.
    
    
     
13. Now, let's add a second filter that checks if the Salesforce Task is related to a Project Task. Click on + Add Filter again. 
    
    
     
14. Click on Advanced. Then, click on Select.
    
    
     
15. Click on the dropdown arrow and click on Record.
    
    
     
16. Enter "Inspire" in the box and click on Inspire Task. 
    
    
     
17. Enter "Subject" in the box and click on Task Subject. Then, click on Done.
    
    
     
18. Set the Operator to "Not Equal" and leave the value blank. Then, click on Done. This filter checks to see if the Inspire Task field on the Salesforce Task has a value. 
    
    
     
19. You should now see two (2) filters within the panel on the right. Under "Show component when", select All filters are true.
    
    
     
20. Click on Save in the top right corner when finished. If you have not yet activated the Lighting record page, you will also need to activate it.
    
    
     

Related Articles:

• File Attachments
• Chatter Collaboration