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My Tasks

By Hruday Medavarapu

Personalize tasks visibility for a user on the parent record

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Business Need
Admin & Developer Tools

My Tasks section helps to filter and display the tasks Owned only by you

Compatibility

Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer
Essentials

App Details

Version
My Tasks/Spring 2020 1.1.0
Listed On
06/29/2020
Latest Release
03/04/2022
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 0
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.1.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
06/23/2020

Additional Details

My Tasks displays the list of tasks(both open and closed) related to the master record and owned by the current running user on the master record layout. Post Installation Steps * Find the 'My Tasks' managed package in the Installed packages section. * Please make sure, 'MyopenandClosedTasks' Visualforce page is added to the user's profile. * Create a Section on the page layout of the parent object you want this section to be displayed and Add the 'MyOpenandClosedTasks' Visualforce page on the section. * For the section to fit the complete page size on the layout, Edit section properties(not the visualforce page) properties and select '1-column' in layout section. * Optionally, You can remove the 'Open Activities' and 'Activity History' related lists from the Publicly set parent record layout, if you do not want to display other user's tasks Note: Currently, this only works on Opportunities. It will be made available to other objects in future releases.Make sure User's profile is assigned to the appropriate Task record type. Else, new task button will throw an 'Insufficient Privileges' error, as new task button takes the user to Select Task Record Type page .

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Hruday Medavarapu

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