Updating Salesforce Activity/Task Page Layout

    This help article provides a step by step guide to update your current Salesforce Activity/Task Page Layouts with all the Inspire Planner related fields and components.  Instructions for both Lightning and Classic are provided below.  If you are using Classic, please scroll to the bottom of the page, below the Lightning instructions.

     

    Steps for Lightning
     

    Adding Standard Inspire Planner Fields and Components

    1. Start by navigating to Setup.
      Task Page Layout - Lightning - 1
       
    2. Then click on Object Manager and then scroll to locate and click on Task.
      Task Page Layout - Lightning - 2
       
    3. Click on Page Layouts in left menu.  Locate your current page layout and click the Options Arrow and then Edit.
      Task Page Layout - Lightning - 3
       
    4. From the page editor, add a new Section named 'Inspire Planner' or a name of your choice.  Then add the following fields:
      • Start Date (if you have enabled the Start Date feature from Inspire Planner Settings)
      • Parent Task
      • Inspire Task
      • Budgeted Cost
      • Actual Cost
         
    5. Save your page layout.

     

    Adding Time Tracker Fields and Components

    If you are using the Time Tracker feature, then you need to add the following fields and components to your Task Page Layouts:

    1. Repeat steps 1 - 3 above.
    2. From the page editor, add a new Section named 'Time Tracker' or a name of your choice.  Then add the following fields:
      • Planned Effort
      • Actual Effort
      • % Allocation
    3. Add TimeTracker_Task Visualforce page component by clicking Visualforce Pages and dragging TimeTracker_Task to your new section.  (If you have Lightning Record Pages setup, then you can skip this step and move to the Updating Lightning Record Page section).
    4. Hover over the TimeTracker_Task component and click on the wrench icon to edit.  Set Height (in pixels) to 400 and check Show scrollbars, then click Okay
    5. Save your page layout.

     

    Updating Lightning Record Page

    In order to use Lightning Components, your org must have My Domain enabled.  If you have not done so, you can review this article for more information: Salesforce Help - My Domain

    If you have a Lighting Record Page setup for Salesforce Tasks, you can add Inspire Planner related components by completing the following steps

    1. From the Task object (access from Object Manager), click Lightning Record Pages in the left menu.  Then select your desired page. 
      Task - Lightning - Pages
       
    2. Click Edit to access the Lightning App Builder.
       
    3. Under Lightning Components on the left and scroll down to the bottom to Custom - Managed.  Then drag the following components to your page:
    • ChatterTask  - this component will display the Chatter feed for the related Project Task and allow users to collaborate directly from the Salesforce Task.
    • timeTracker - this component allows users to log time directly from each Salesforce Task.
    1. Click Save to apply your changes.

     

    Steps for Classic
     

    Adding Standard Inspire Planner Fields and Components

    1. Start by navigating to Setup.
      Task Page Layout - Classic - 1
       
    2. Then input 'Task' in the Quick Find box.
      Task Page Layout - Classic - 2
       
    3. Click on Task Page Layouts in left menu.  Locate your current page layout and click the Edit link.
       
    4. From the page editor, add a new Section named 'Inspire Planner' or a name of your choice.  Then add the following fields:
      • Start Date (if you have enabled the Start Date feature from Inspire Planner Settings)
      • Parent Task
      • Inspire Task
      • Budgeted Cost
      • Actual Cost
         
    5. Save your page layout.

     

    Adding Time Tracker Fields and Components

    If you are using the Time Tracker feature, then you need to add the following fields and components to your Task Page Layouts:

    1. Repeat steps 1 - 3 above.
    2. From the page editor, add a new Section named 'Time Tracker' or a name of your choice.  Then add the following fields:
      • Planned Effort
      • Actual Effort
      • % Allocation
    3. Add TimeTracker_Task Visualforce page component by clicking Visualforce Pages and dragging TimeTracker_Task to your new section.
    4. Hover over the TimeTracker_Task component and click on the wrench icon to edit.  Set Height (in pixels) to 400 and check Show scrollbars, then click Okay
    5. Save your page layout.

    Tags

    Administration

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