A task layout is a collection of data fields and inputs that compose the structure and layout of a task within the Salesforce CRM. Tasks are used within Salesforce to store, amongst other things, telephony-related activities and interactions. The PhoneIQ managed package provides two Task Layouts that automatically provide Salesforce users with visibility into PhoneIQ custom fields like call recording, disposition codes, tags, customer mood, call purpose, message direction, etc. The easiest way to view these custom fields is by having Salesforce administrators assign the PhoneIQ task layout to the corresponding profiles and record types. 

NOTE: Users must have the PhoneIQ Permission Sets assigned to them in order to visualize these new custom fields. 

Managing & Assigning Task Layouts

To manage Task Layouts navigate to Setup within Salesforce > Object Manager > Task > Page Layouts. Once inside click “Page Layout Assignment” > Edit Assignment, select the record type "PhoneCalls" and assign the PhoneIQ Layout by clicking on them in the list below. Then, select the record type "PhoneIQ_SMS" and choose "SMS PhoneIQ" from the list:

Once completed navigate to a task created by PhoneIQ automation and, if the permissions sets and layout are correctly assigned, the user will be able to view the additional custom fields, depending on the record type SMS/Calls.