D365 Project Operations "Customize Task Pane" feature

Being able to customize project tasks in D365POPS is a common ask on projects.

With the latest update, a new feature "Customize Task Pane" is available.

Using this feature, we can customize tasks of a project within the Task Pane itself.

This allows users to view and update (where allowed) all relevant task information directly from the task pane, improving efficiency while still keeping the option to access the original standard view if needed.

This feature can be considered along with the "add support for Lookups on custom columns" which will allow to add Lookup data type fields as enterprise task custom columns within the task grid when available.

Of course, the Project app user roles should be updated to reflect the access required to the data part of the new pane.

How to Customize Task Pane in Project Operations?

• To enable the Customize 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 and select a Project
• Add the tasks required to complete your project. Click on any task’s ⓘ icon to view its details in the new Task Side Pane.

Let's 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

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   You can customize the task pane whenever you want in Task details and publish it according to your requirements.   Below the resource field is added in the form as a simple customization example

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.