Earlier, the Task Details pane in Project Operations was standard and not customizable at admin level. When users clicked the info icon present next to a task, a fixed task pane from Project showed only predefined fields. Organizations could not add custom fields or modify the layout, so users often had to navigate away from the task grid to view or update additional task details.

Now, with the latest update, the task pane is customizable. Using this feature, we can customize tasks of a project within the Task Pane itself. This allows users to view and update all relevant task information directly from the task pane, improving efficiency while still keeping the option to access the original standard view if needed.

In this blog, let us explore how to Customize Task Pane in Project Operations.

• To enable theCustomize Task Pane feature in Project Operations, navigate to the Parameters entity present in the Settings
• Click on the Feature Control button on the ribbon bar, as shown below.

• After enabling Customize Task Pane feature, navigate to Projects area under Projects group click on Projects

Note: Choose Existing Project or create a New Project.

• Let us create a project with all the required details, save it and then navigate to the Tasks tab

• Add the tasks required to complete your project. Click on any task’s ⓘ icon to view its details in the new Task Side Pane.

• Now, let us navigate to Power Apps to customize the Task Side Pane. This customization allows users to view and update task details directly from the Task Grid, eliminating the need to open separate pages or navigate away from their current screen.
• As a result, users can manage tasks more efficiently within a single, streamlined interface.

 Steps to customize the Task Pane:

1. Navigate to Power Apps and click on Tables as below –

2. Search Project Task form and click on it.

3. In Data experiences select Forms & click on Task details

4. Customize the Task details form according to your requirements.

Note: You can customize the task pane whenever you want in Task details and publish it according to your requirements.

Note:  A Resource field is added in Task details form for customization.

5. Click on Save and Publish button to apply the changes.

6. Navigate to Project, Click on Tasks tab and click on any Task’s ⓘ icon to view Task details in new Task Side Pane.

Note: Resource field added in Task details form is visible in Task Pane.

Conclusion:

This approach allows us to customize the Task Details form so users can view and update additional task information directly in the Task Side Pane, without navigating away from the task grid.

The post How to Customize the Task Pane in Project Operations first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.