ENABLE TASK CREATION ON KEY RESULT PAGE

If you are seeing the Tasks tab but you are not seeing the component to create a Task like the below image, please follow the instructions to re-use or create a new Global Action.

As part of a managed package, we cannot select your record types. As part of the configuration steps, you will have 3 options:

Create an Object-Specific Quick Action

  1. Go to the Setup page, click on “Object Manager” tab and search “Key Result”.
  2. Select the “Buttons, Links, and Actions” option.
  3. Click on “New Action” button using this information:
    • Action Type: Create a Record
    • Target Object: Task
    • Record Type: [The one you want to use] *OKR users should have access to the record type in their profiles
    • Standard Label Type or Label: [Select or create a label]
    • Name: the unique name for the global action
    • Description: write a brief description
    • Create Feed Item: If enabled, creates a feed item when the action is performed. The feed item’s fields are defined by the target object’s compact layout.
    • Success Message: the success message you want to show when the task is created
  4. Click on the “Save” button.
  5. Select fields to show on the component layout.
  6. Select the “Page Layouts” menu item and click on the “Key Result Layout” link.
  7. Select the “Mobile & Lightning Actions” option and add the recently created action to the “Salesforce Mobile and Lightning Experience Actions” section.
  8. Remove the “New Task” Action from the “Salesforce Mobile and Lightning Experience Actions” section.
  9. Click on the “Save” button.

Create a new Global Quick Action

  1. Go to the Setup page and search “Global Actions”.
  2. Click on “New Action” button using this information:
    • Action Type: Create a Record
    • Target Object: Task
    • Record Type: [The one you want to use] *OKR users should have access to the record type in their profiles
    • Standard Label Type or Label: [Select or create a label]
    • Name: the unique name for the global action
    • Description: write a brief description
    • Create Feed Item: If enabled, creates a feed item when the action is performed. The feed item’s fields are defined by the target object’s compact layout.
    • Success Message: the success message you want to show when the task is created
  3. Click on the “Save” button.
  4. Select fields to show on the component layout.
  5. Click on the “Object Manager” setup tab and search “Key Result”.
  6. Select on the “Page Layout” menu item and click on the “Key Result Layout” link.
  7. Select the “Mobile & Lightning Actions” option and add the recently created action to the “Salesforce Mobile and Lightning Experience Actions” section.
  8. Remove the “New Task” Action from the “Salesforce Mobile and Lightning Experience Actions” section.
  9. Click on the “Save” button.

Re-use an existing Global Action

If you have an existing task global action with a valid record type, you can add your action to the layout following the previous steps from 5 to 9 using your global action instead of the new one.

In both cases, you will see right now, the task component in the Key Result page as below: