My Tasks

My Tasks displays the list of tasks(both open and closed) related to the master record and owned by the current running user on the master record layout.

Post Installation Steps

• Find the 'My Tasks' managed package in the Installed packages section.
• Please make sure, 'MyopenandClosedTasks' Visualforce page is added to the user's profile.
• Create a Section on the page layout of the parent object you want this section to be displayed and Add the 'MyOpenandClosedTasks' Visualforce page on the section.
• For the section to fit the complete page size on the layout, Edit section properties(not the visualforce page) properties and select '1-column' in layout section.
• Optionally, You can remove the 'Open Activities' and 'Activity History' related lists from the Publicly set parent record layout, if you do not want to display other user's tasks

Note: Currently, this only works on Opportunities. It will be made available to other objects in future releases.Make sure User's profile is assigned to the appropriate Task record type. Else, new task button will throw an 'Insufficient Privileges' error, as new task button takes the user to Select Task Record Type page .