How to add Today's Tasks to your Salesforce Lightning Homepage
Salesforce Lightning is a major redesign of Salesforce - and for the most part users love it. However - it can require some tricky customizations to add Today's Tasks to Salesforce Lightning homepage. Here's how.
Aug 14, 2023
Salesforce Lightning is a major redesign of Salesforce - and for the most part users love it.
However - it can require some tricky customizations to add Today's Tasks to Salesforce Lightning homepage.
Salesforce doesn't currently support custom filters in Today's Tasks. The best workaround is creating a new list view component and adding that to your Home page.
For this example, we're going to create a filter for High Priority tasks.
1: We'll start by creating a new custom view for Tasks
2: Go to the Tasks object
3: Click the “Select a List View” button
4: Click “Today's Tasks”
5: Click the “List View Controls” button
6: Click “Clone”
7: Click on the name field
8: Type “Today's High Priority Tasks” into the “*List Name” text field
9: Make sure all users can see this list view: This is a requirement for displaying a custom list view component on the Salesforce Home page
10: Click "all users can see this list view"
11: Click Save
12: Now add a filter to just show High Priority tasks
13: Click “Field, Assigned Alias”
14: Click "Priority"
15: Click the "value" dropdown
16: Click “High”
17: Click "Done"
18: Click the “Save” button
19: Now, navigate back to the Home page to add this view to your Home page layout
20: Click “Home”
21: Click the “Setup” button
22: Click “Edit Page”
23: Drag the list view from the list of Standard components into the section you'd like it to display on: Here' I'm going to just put it above the default Today's Tasks component
24: Click on the "Object" field
25: Select the "Tasks" object
26: Click on the "Filter" field
27: Select the custom list view you created earlier in this guideThis will act as the list view's filter
28: Click the “Save” button
29: Click the “Activate” buttonThese changes won't show up on the Home page unless this is activated
30: Click “Back”
31: And that's it! You just added a custom list view component to your Home page 🎉
Want more Salesforce tips and tricks?
Check out some of our other blog posts:
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