Taskfeed Help & Support

New to Taskfeed or want to learn more?

Join us for Taskfeed Office Hours ☕

Every Wednesday 5:00 PM London | 12:00 PM EDT | 09:00 AM PDT

For urgent support issues please email support@taskfeedapp.com or call:
US: +1 (650) 2906111 | UK: +44 203 318 9685

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Knowledge Base

  1. New to Taskfeed? →

    1. Getting Started with Taskfeed
    2. Taskfeed Office Hours ☕

  2. Trial & Installation →

    1. Test Drive
    2. For Admins: System Requirements
    3. For Admins: Trial Setup
    4. How to Install Taskfeed
    5. Assign a Taskfeed License to Users

  3. Setup & Configuration →

    1. Give Users Access to Taskfeed [Admins]
    2. Taskfeed Board Visibility & Access [Admins]
    3. Taskfeed Board Sharing Rules [Admins]
    4. Configure Hours in a Day
    5. Configure Working Days

  4. Manage Subscription →

    1. Taskfeed License and Permission Set Types
    2. Manage Taskfeed Subscription
    3. Manage Taskfeed Assigned Licenses
    4. Update Billing Information
    5. Release Communications

  5. Personal Settings →

    1. Add Taskfeed to my set of Tabs
    2. Edit My Personal Notifications
    3. Sync Taskfeed to Your Calendar
    4. Grant Login Access to Taskfeed Support
    5. Where can I find my Salesforce Organization (Org) ID?

  6. Using Taskfeed →

    1. The Taskfeed Tab
    2. Taskfeed Tab: The Board View
    3. Taskfeed Tab: The Plan view
    4. Create Your First Board
    5. Add a Board Team Member

  7. Tasks & Subtasks →

    1. Understanding the Task Icons
    2. Create a Task
    3. Log Time Spent on a Task
    4. Add a Task Contributor
    5. Create a Checklist Item

  8. Taskfeed Templates →

    1. Taskfeed Templates: Overview
    2. Create and Manage Task Templates
    3. New! Create a Template with Tasks & Subtasks
    4. Create and Manage List Templates
    5. Task Template Cheat Sheet

  9. Customizing Taskfeed →

    1. Set Up Team Roles
    2. Create & Customize Board Types
    3. Customize Taskfeed Lists
    4. Create Custom Fields in Taskfeed
    5. Adding Fields to Taskfeed Field Sets

  10. Relating Taskfeed to other Salesforce Objects →

    1. Relating Taskfeed to other Salesforce Objects
    2. Add Taskfeed Related Lists to an Account or Opportunity
    3. Embed Taskfeed within an Account or Opportunity Page in Lightning
    4. Embed the Taskfeed Opportunity or Account Visualforce Page in Classic
    5. Create a Taskfeed Visualforce Page for Standard Objects

  11. Process Automation →

    1. Overview
    2. Create a Taskfeed Board Automatically
    3. Automatic Role-Based Assignment
    4. Opportunity Team Sync for Taskfeed
    5. Board & Task Assignment Considerations

  12. External Sharing →

    1. External Sharing: Overview
    2. Configure External Sharing
    3. Share a Taskfeed Board with External Users
    4. Mark Tasks as Internal Only
    5. Configure Taskfeed Calendar Sync

  13. Reports & Dashboards →

    1. Overview

  14. Release Notes →

    1. Taskfeed Summer '18 Release Notes
    2. Summer '18 Patch Updates
    3. Taskfeed Winter ‘18 - Release Notes
    4. Taskfeed Spring '17 - Release Notes
    5. Taskfeed Winter '17 - Release Notes

  15. Frequently Asked Questions  →

    1. What is the difference between Removing, Archiving and Deleting a Board?
    2. Does Taskfeed Work on My Phone?
    3. How do I know when a new version of Taskfeed is available?
    4. Do I have to upgrade Taskfeed?
    5. Does Taskfeed work with Salesforce Group or Professional Edition?

  16. Troubleshooting →

    1. Can't Install Taskfeed?
    2. Getting an Error when Uploading a Template?
    3. Can't Download a Template from Taskfeed Templates?
    4. Not receiving Email Notifications?
    5. Not receiving Daily Summary Emails?

  17. Security & Compliance →

    1. Taskfeed Security, Privacy and Architecture Overview
    2. EU GDPR Compliance

  18. All articles →

    1. External Sharing: Overview
    2. Add Taskfeed to my set of Tabs
    3. The Taskfeed Tab
    4. Taskfeed Templates: Overview
    5. What is the difference between Removing, Archiving and Deleting a Board?
    152 articles →

Feedback and Knowledge Base

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