Project Task Board Lightning Component Fields

The Project Task Board Lightning component includes the following.

Fields and Buttons

Fields and Buttons on the Project Task Board
Field or Button Description Default  
Search Searches for project tasks based on the task name. When you start typing characters from anywhere in the name, Certinia Help searches the tasks loaded into the Project Task Board and narrows down the search results as you type. Not applicable  
Record Details

Shows details of the selected project task on the Task tab of the record details panel. An administrator controls the fields that are displayed on the Task tab. For more information, see Project Task Board Lightning Component Properties.

Details of an assigned resource are displayed on the Resources tab of the record details panel. If there are multiple resources assigned to the selected project task, select the relevant resource from the list displayed when you click the Search Contacts field on the Resources tab.

The default date range displayed in the Resource Schedule section of the Resources tab of the record details panel depends on whether you are viewing the Project Task Board from a workspace, from a project record, or from an Experience Cloud site:

  • From a workspace, the date range matches the one used in the filter panel, which is one month either side of today's date.
  • From a project record or an Experience Cloud site, the date range matches the project record date range, provided there is both a start and end date present. If either the start date or end date is missing, the date range is one month either side of today's date.

For more information about the sections displayed on the Resources tab of the record details panel, see Contact Card Lightning Component Overview.

The record details panel stays open until you close it. To close the panel, click Close on the panel or click Record Details again. For more information on the record details panel, see Viewing Record Details.

 Not applicable  
Filters

Filters the tasks displayed. The panel stays open until you close it. Click Filters to open and close the panel. For details of the options available in the filter panel, see Filter Fields.

The following tasks are displayed by default:

  • From a project record page: all project tasks for the current project.
  • From an app page, such as a workspace: project tasks you own or are assigned to, and all project tasks on the projects you manage.
  

Filter Fields

The Project Task Board Lightning component includes the following fields in the filter panel.

Key:
Descriptions of checkbox settings describe the selected (true) case.

Fields in the Filter Panel on the Project Task Board
Field Description

Default

Start Date

End Date

The date range for tasks on the Project Task Board:

  • A maximum of 1,000 tasks whose start or end date overlaps with the selected date range are displayed.
  • The project tasks in each column are sorted by start date. Tasks without a start date or an end date are placed last.
  • Tasks with no start date and no end date are omitted if you are filtering by start date or end date.
  • If multiple records have the same start date and time, PSA sorts them using the Order field.
  • When viewing the Project Task Board from an app page, if you have deleted the start date from the filter panel, all tasks with a start date before the specified end date are displayed. If you have deleted the end date, all tasks with an end date after the specified start date are displayed.
On a project record page: no date range.

On an app page, such as a workspace: the date range is one month either side of today’s date.
My Tasks Project tasks you own or are assigned to and all tasks on the projects you manage are displayed, if applicable.

On a project record page: deselected.

On an app page, such as a workspace: selected.

Filter Buttons

The Project Task Board Lightning component includes the following buttons in the filter panel.

Buttons in the Filter Panel on the Project Task Board
Button Description
Apply Updates the contents of the Project Task Board using the filter criteria specified.
Reset Returns the filter criteria to the default values.