Projects are all about building a timeline. Taskfeed helps you create repeatable project timelines in Salesforce using Task Templates. In your Task Template define the dependencies between the tasks so when the Template is selected your project plan will be built automatically.
Defining Dependencies within Task Templates.
We can define dependencies within Task Templates by setting a reference against each task, and then setting the predecessor reference on the dependent task. Taskfeed will use this to link all the Tasks together when the template is used.
To do this you will need to include two columns, one called "Reference__c" and another called "Predescessor_Reference__c" in your template file. The "Reference__c" will be used in the Predecessor Reference column for another task to form the dependency. The Reference should be a code that uniquely identifies the task (e.g. "PROJECT_DEFINE"). Next, in the row for the task that should follow the "PROJECT_DEFINE" task we enter that code into the "Predescessor_Reference__c" column.
In the example below we have defined a Reference__c for each Task. The second Task "Group Tasks into Templates" has its own Reference which is "TASKS_DEFINE" and has a Predecessor Reference of "PROJECT_DEFINE". This means that the first task will become this task's predecessor.
Note: In this example a StartDate is provided for each of the Tasks. This is not necessary as we have set the Duration and Lead/Lag. As we have set the Duration and Lead/Lag for each task these will be used to schedule the tasks automatically.
Considerations for References
- The reference has to be unique to the Board, this means the same template cannot be used on the same Board more than once.
- The predecessor references can refer to a reference from another template, however if the predecessor does not exist at the time the template is imported you will receive an error.
- When defining dependencies if the Tasks have a Duration and Lead/Lag then Taskfeed will build the project schedule automatically. This is done using the End Date of the Predecessor Task then adding the Lead/Lag to get the Start Date for the Task.