4. Org-Wide Application Settings: Scheduling

Taskfeed Application Settings:

Defining Org-Wide Scheduling Preferences

Taskfeed Scheduling Settings

The default scheduling configuration for Tasks and Task dependencies in Taskfeed can be managed or customized at the Organization level by Salesforce Administrators.

The default scheduling settings in Taskfeed schedules tasks automatically (when predefined start dates are set) around working days - Monday through Friday. As most businesses operate around those working days, this avoids tasks being unintentionally scheduled on a weekend and to accurately base the project's timeline and duration on business days only.

Most businesses schedule their work week around Monday through Friday.  

Manage the Taskfeed Scheduling Settings:

SALESFORCE USER PERMISSIONS NEEDED

To configure installed packages:

Customize Application

  1. Go to Setup and enter Installed Packages in the Quick Find search box.

  2. Select Installed Packages

  3. Find Taskfeed in the list of Installed Packages and click Configure

  4. Go to the Scheduling tab.


Taskfeed Business Days

The Business Days setting in Taskfeed is used to automatically calculate the duration, due dates, and lead/lag (days) according to your Organization’s working days. By default, it is set to MONFRI and schedules tasks around Monday through Friday, skipping weekends but not public holidays.

The MONFRI setting is optional and when left blank, it will automatically schedule tasks around 7-day work days, or calendar days.


Setting Business Days using Custom Business Hours

If your organization’s working days or scheduling preferences fall outside of full calendar days or  a Monday to Friday workweek, e.g., if your company does not operate on Fridays, or it requires to skip bank holidays, Salesforce Administrators can set custom Business Hours in Salesforce and then enter the Salesforce Id of the Business Hours in the Taskfeed Business Days field.


Read Next: How to Set Taskfeed Business Days with Custom Business Hours

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