You can assign Tasks from the Gantt or from the Board screens.

To assign Tasks related to a Project, the Project should be enabled with the Check-box "Manage Project" in Salesforce, only then the project is shown in the Gantt or in the Board screen for Task assignments.


Go to Projects in Salesforce and enable the Check box "Manage Project", add Project Start  Date and Time, and the End Date and Time, and save it.


To assign Tasks from the Gantt screen


  • Go to the Project Management tab in Salesforce
  • Select the Project from the Project list in Gantt
  • Click the + button, you see a small blue bar that says (no title) click it,
  • You see a small window for Task assignment
  • Enter the name for the assignment, Start and End Dates, Duration, and select the user from the Assignments list,
  • Click the Done button,
  • The Task is created and assigned to the user


Once the Tasks are assigned, you see the Task name and the user initials to whom the Task is assigned in the Gantt chart.




To assign Tasks from the Board screen


  • Go to the Board screen,
  • You see the Tasks that are assigned with their Status
  • You see a + button before Backlog, click it,
  • A "New Task" tile is created, click the settings button to edit it,
  • You see a small pop up, for the Task assignment
  • Add all the details like Priority, Status, Start and End dates, etc., and click the Save button.


Now a new task assignment is created and assigned to the user.