Configure Taskfeed Business Days

Scheduling Tasks to your Organization's Working Days


Taskfeed automatically calculates the scheduling, due dates, duration and lead/lag (days) based on default Working Days (Monday to Friday). 
This setting 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. 

To change these settings to calculate days based on a 7-day work week:
  1. Navigate to Setup > Installed Packaged > Taskfeed > Configure
  2. Select the Scheduling tab

 3. Clear the value entered for Business Days and leave as blank
 4. Click Save.

If your organization's business hours are neither of the above, or it requires to skip bank holidays, or your company does not operate on Fridays, for instance, you can sync your Organization's custom Business Hours with Taskfeed Scheduling Settings.

Sync Custom Business Hours to Taskfeed


Configure Taskfeed to schedule tasks according to your Organization's Business Hours. Sync Salesforce Business Hours to Taskfeed to determine your team's availability on projects and Tasks.

This feature was introduced with Taskfeed Summer '18.


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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