Configuring the Task Management Component

You can configure the Task Management component after you have dragged it onto your related content pane Shows various types of information in the action view results, for example address and contact information, tasks and chatter posts associated with the account. Some information is editable.. For more information see Creating a Related Content Pane.

1. Click the Related Content Panes tab.
2. Drag the Task Management component on to the pane.
3. On the Task Management component use the and to resize the pane as required.
4. On the Task Management component use the and to resize the pane as required when the configuration is saved.
5. On the Task Management component click .
6. Enter a unique Label for the Task Management component.
7. Select the Default Team Structure from the following drop-down options. The default team structure determines the users that are displayed by the Task Management component at runtime.
   • None
   • Role
   • Account group
8. To enable users to create tasks directly from a Day View or Month View, select the Create New Tasks checkbox. A displays on the Create a Task pane.
9. To enable users to edit all the fields on a Task select the Edit All Fields checkbox.
10. To see completed tasks check Show Completed Tasks.
11. Click Save.

Note:

The default team structure selected will determine the users that are displayed by Task Management at runtime. The default for Show completed tasks, Type, and Status is checked.