Help & Support
Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More
Have Questions?
Private ListingThis listing is private and can't be found by searching or browsing AppExchange.
My Task List
Manage your "To Do" list. Get things done.
- Industries
- Professional Services
- Business Need
- Project Management
You have a list of things you need to get done. My Task List helps you keep track of this "To Do" list interactively. My Task List also goes with you in the Salesforce1 mobile apps, Salesforce console, & Aloha UI.
Rating
Reputation
MVP
Recognized by Salesforce for their leadership, expertise, and generosity
Top Reviewer
Contribute reviews that encourage conversation and help others make informed decisions
Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
Showing 9 of 9 Reviews
List Edit Options
Overall I feel this is a great app. Only issue I'm having is with this feature: Administrators can add fields to the task card header and details sections via field sets It states that there is an existing field set I can edit, only this in not the case. Any way to solve this?
So close......
So far so good, unfortunately there is an apparent desktop limitation that I cannot figure out. When loaded on sales console some desktops fail to load My Task List, all we get is a grey screen..... Behaviour appears on chrome browsers....Same user can login to another machine with the same version of chrome and have no issue..... It's a shame because it is a very useful tool.....
Invalid tabStyle 'MTL_My_Task_List__tab' specified.
We began using this in our console setup, and it has been fantastic! The ability to run our individual sales campaigns via task related notes, all in a single pane of glass, has made our day-to-day much more efficient! The only problem I have run into recently, is the Task List has stopped loading our tasks completely. Instead, we are receiving this error message: "Invalid tabStyle 'MTL_My_Task_List__tab' specified." where the tasks usually generate. We would LOVE to continue using this app, but currently have to decommission it until we can fix this issue. Please let me know if you have any advice on fixes for this, or any other way to find support help! Thanks so much! Cameron
Test method issue
After test and user acceptance I uploaded to production last week. Uploading code today we ran into issue when the test classes ran. MTL_myTaskList_test had an issue: Class.MTL_myTaskList_test.myTaskListTestMethod: line 159, column 1 System.AssertException: Assertion Failed: Expected: true, Actual: false This is line 159: System.assertEquals(true,updatedTask2.IsHighPriority); Commented it out for now.
Nice tool
Nice small tool for creating a quick agent overview for agent tasks. It replaces their paper todo list which now can also be supplemented by the system (auto create tasks by process builder).
Disappears in Chrome
We actually get a lot of good use out of this tool, but more and more increasingly, our agents are reporting a strange issue when applying any of the filters or sorts (I even experience it myself). Whenever we go to apply a filter or a sort, the entire application disappears... goes grey. You cannot see any buttons or the list; it's just gone. I have noticed that it is only happening in Chrome (for only some users), and only in my standard browsing window -- it works fine in Chrome Incognito. This is pretty unfortunate because we highly prefer Chrome. Don't know if anyone monitors this anymore, but any assistance or ideas would be great!
Zaheer Mohammed
02/16/2017
We are running into the same problem...were you able to find a fix or workaround for this? When I use it in Salesforce Classic view it logs me off every time when i select any filters. When I use it in Salesforce Console view it doesn't render anything when i select any filters. please help!
Needs to work on lower salesforce editons
This looks like an amazing app, unfortunately it's not available for group edition. Can we expect that any time soon? Maybe professional edition at least?
Johannes Klupfel
03/04/2015
I'd be keen to see this app for the professional edition
Hi Derek. The reason that Group and Professional editions are not supported is that the package is unmanaged and uses an Apex controller. Apex is not supported in GE and PE. If we get enough interest from GE & PE users, we may consider releasing a managed package version of the app as well. In the mean time, you may want to try out the new Tasks functionality in the Salesforce1 mobile apps. With new row level actions on Tasks, you can quickly manage your tasks in the Salesforce1 mobile app. See this YouTube video for a quick example: http://youtu.be/EqZRrJjvgNw?t=1m39s
Buttons
I need to choose which buttons can appear to users on the My Task List - Card Details. This change is possible?
Ana Marta Gueniat
09/02/2014
Thanks for reply Mike. Unfortunately without this possibility the tool does not meet the needs of my company. I need to work with user permissions on the available buttons. But, thanks for the info!
User Guide
This sounds like a great app to add on and our organization downloaded it to the our platform. However it indicated to read the user guide for the final steps of set up and when I go to click on it, the link appears to be broken. I have not been able to finalize the steps of getting it up and running.
Katie Cook
09/02/2014
Thank you! I am able to see the user guide now. Thank you for the quick response!
Katie Cook
09/02/2014
Good morning and thanks for reaching out! Yes, I was clicking the link on the details page (please see below) and then the next image is all I get:<BR><BR>[cid:image009.jpg@01CFC69D.B0965100]<BR><BR>[cid:image010.jpg@01CFC69D.B0965100]<BR><BR>If it is possible to send me a pdf since you are able to have the link to pull up that would be fantastic!
Hi Katie, thanks for the feedback. Are you clicking on the Users Guide link on the Details page of the AppExchange listing? That URL seems to be working for me, pasted here for verification: https://na15.salesforce.com/sfc/p/i0000000kzx8/a/i0000000Hit0/i2SwncT2WcugyA73VVbHY_Hy9aRBcEWpvZVrVYgGdL0= If there is a broken link elsewhere, please let me know!
Uninstalled & Reinstalled, and it successfully fixed my issue here. Believe it may have had something to do with my attempt to edit the "My Task List" Tab Name, as I only encountered issues after this.