Admin Guide - Updating Salesforce Task Page Layout

This help article provides a step by step guide on how to update your current Salesforce Task Page Layout with all the Inspire Planner related fields and components.  Instructions for both Salesforce Lightning and Classic are provided below.  

• Steps for Salesforce Lightning
• Steps for Salesforce Classic

Steps for Salesforce Lightning
 

Add Inspire Planner Fields
 

1. Start by navigating to Setup.
   
   
    
2. Then click on Object Manager and then scroll to locate and click on Task.
   
   
    
3. Click on Page Layouts in left menu. There is an Inspire Planner v1.75 Task Layout available with Inspire Planner that you can choose to assign to your Inspire Planner users. This page layout already contains all of the Inspire Planner standard fields. However, if you already have an existing Task page layout you would like to continue using, simply locate it from the list of available task page layouts, click the Options Arrow and then Edit. If you choose to edit your existing task layout, continue with steps 4 to 6 below.
   
   
    
4. From the page editor, add a new Section by dragging "Section" into your desired area on the page. 
   
   
    
5. Name the section 'Inspire Planner' or enter a name of your choice (you may also choose to add the fields below any where on the page where it makes sense to you).  Add the fields listed below. 
   • Start Date (if you have enabled the Start Date feature from Inspire Planner Settings)
   • Parent Task
   • Inspire Task
   • Budgeted Cost
   • Actual Cost
   • % Complete
   • Ready to Start
   • Resource Name
   • Resource Type
      
6. Save your page layout.

Add Time Tracker Fields

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
• Hourly Rate

3. Save your page layout.

Steps for Salesforce Classic
 

Adding Standard Inspire Planner Fields and Components
 

1. Start by navigating to Setup.
   
   
    
2. Then input 'Task' in the Quick Find box. Then click on Task Page Layouts in left menu.  Locate your current page layout and click the Edit link.
   
   
    
3. 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

4. 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
   • Hourly Rate
      
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. 
   
   
    
5. Set Height (in pixels) to 400 and check Show scrollbars, then click Okay. 
   
   
    
6. Save your page layout.