Setting up the Project Task Board Lightning Component

The Project Task Board component shows the status of the following:

  • From a project record page: all project tasks for the current project.
  • From an app page, such as a workspace: project tasks a user owns or is assigned to, and any other project tasks on projects the user manages.

To make the Project Task Board available to users, you must perform the following setup:

  1. [Optional] Using the Lightning App Builder, add the Project Task Board component to an app page, such as a workspace. For more information, see "Lightning App Builder" in the Salesforce Help. The Project Task Board component is already available on the Project Lightning page.
  2. Use the component properties available in the Lightning App Builder to configure the component. For example:
    • If you do not want users to edit tasks from the Project Task Board, you can set Task Editing to Off.
    • If you do not want tasks to change color based on their end date and whether they are complete, you can deselect Use Task Colors.

      • For more information, see Project Task Board Lightning Component Properties.

  3. Assign the required permissions to users. For information on the permissions needed to manage project tasks from the Project Task Board, see Permissions for the Project Task Board Lightning Component. For information on all permission sets, see Permission Sets and Other Technical Documentation and click Permissions.
  4. [Optional] Create a Salesforce flow that automatically selects the Completed checkbox on a project task record when a project task moves into a suitable column on the Project Task Board, for example, Complete. You can create a similar flow to automatically select the Started and Blocked checkboxes on a project task record. For more information on flows, see the Salesforce Help.
Notes:

The status values displayed in the column headings on the Project Task Board (for example, Draft, Planned), reflect the picklist values that are set on the Status field on the Project Task object.

If a user can update information on a project task record page, they will be able to update the same information from the Project Task Board.

You can make the Project Task Board component available to external users through PSA Experience Cloud Sites. The board shows tasks for the relevant project, configured using the Record ID field in the Properties panel of the Lightning App Builder. For more information, see: