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. Add the Project Task Board component to the Project Lightning page or an app page using the Lightning App Builder. For more information, see "Lightning App Builder" in the Salesforce Help.
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. 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.

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.