5. Scheduling Settings: Configure Working Days

Scheduling Tasks to your Organization's Working Days


Taskfeed can automatically calculate the scheduling, due dates, duration and lead/lag (days) based on default Working Days (Monday to Friday) or based on a 7-day work week.

Adjusting the scheduling to Working Days when applicable is particularly helpful to avoid tasks being unintentionally scheduled on a weekend and to accurately base the project's timeline and duration on work days. 

Most businesses schedule their work week around Monday through Friday.  

To change the Taskfeed default settings from  7-day work week to Monday-Friday: 

  1. Navigate to Setup > Installed Packaged > Taskfeed > Configure
  2. Select the Scheduling tab

 3. Enter MONFRI in the Business Days field.
 4. Click Save.

If your organization's business hours are neither of the above, e.g., if your company does not operate on Fridays, or it requires to skip bank holidays, you can use your Organization's custom Business Hours in the Business Days settings instead.

Using Custom Business Hours to Schedule Taskfeed


Configure Taskfeed to schedule tasks according to your Organization's custom Business Hours. If your Organization has configured Salesforce custom Business Hours, you can sync that information with Taskfeed Scheduling settings to determine your team's availability on projects and Tasks.


To sync Taskfeed with your Company's Business Hours:


USER PERMISSIONS NEEDED
To set business hours:Manage Business Hours Holidays

  1. Switch to Salesforce Classic if working in Lightning Experience.
  2. From Setup, enter Business Hours in the Quick Find box, then select Business Hours.
  3. Select one of your organization's available business hours (you may have custom business hours created in your Org).
  4. Copy the organization's business hours Salesforce Id, which is the 15-character code displayed on the URL.
  5. From Setup, enter Installed Packages in the Quick Find box. Find Taskfeed and click Configure.
  6. Select the Scheduling tab.
  7. Replace the default value of MONFRI in the Business Days field with your Organization's Business Hours Salesforce Id, copied in step 4.
  8. Click Save.

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