Taskfeed Ideas

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  1. Per-user ability to limit # of Boards shown for My Recent Boards

    I like having my most recent boards listed, but don't need a list that's over 5 items long, since an extremely long list will obscure the Views section and other sections in the left sidebar. It would be great to be able to customize this in the Settings for each user.

    1 vote
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      under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
    • Add link to email when creating a task from Cirrus Insight Inbox App

      When adding a task via Cirrus Insight Inbox App it would be handy to have a link to the email in the task details. This would make it easy to view the whole email thread

      3 votes
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        0 comments  ·  Integration  ·  Flag idea as inappropriate…  ·  Admin →
      • View all of a record's related Taskfeed Tasks in a Visualforce Taskfeed pane.

        The ability to assign a Taskfeed Board to a record via lookup has been a key feature for integrating Taskfeed into our SFDC workflow for our org.

        As an extension of that idea, the ability to see all Tasks related to that record, even if they are on other Boards, would be a killer feature. I imagine it could be visible on a separate tab, sort of like how the Taskfeed Inbox App lets you switch between related Tasks and your personal inbox.

        I imagine the Visualforce page would know to use the lookup for the same Object as its…

        2 votes
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          0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
        • Ability to set lookup relationships on Taskfeed Tasks.

          Right now, lookups have to be set per field, and putting them in the Task popup field set takes up a lot of screen real estate and clutters the screen. A generic lookup field, with a dropdown to specify Object type, that functions like the SFDC Task Related To field would make a lot of sense here.

          Perhaps the available lookup fields could be filtered by Category? (ex. A Category named Case would be configured have the Case, Account, and Contact lookup fields visible from the dropdown. Or perhaps be functionally/visually linked to Custom Labels? (ex. you could click on…

          2 votes
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            0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
          • List/edit Checklist items in Table View

            Being able to see Task Checklist items in the Table view (grouped by Task) would be very valuable for task management on the Checklist level.

            3 votes
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              0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
            • When logging a call, add the ability to log time

              I find when I log a call, I have to next log the time I spent on the task. Then there is a separate field for description that needs to be added so I know what that time was spend doing. Seems like duplication.

              1 vote
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                0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
              • Clone checklist items

                There is no way of cloning checklist items in cards. It would be great if this list could be automated.

                5 votes
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                  0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
                • Use Salesforce tasks for taskfeed so that we don't have to check 2 different places for tasks.

                  Having to check multiple places for tasks (Salesforce Tasks, Events, and not Taskfeed tasks) Just adds difficulty to task management. Especially since this is an small part of our regular jobs. Now that salesforce allows lookups on tasks, it would be useful to have all tasks located in salesforce. This way they can sync to tasks in outlook and make taskfeed more useful

                  10 votes
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                    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                  • Separate field sets for applicable views

                    For each applicable view (Plan, List, Modals) allow for different fields sets to be used to define the views within the UI.

                    - Default field sets defined as App Settings used as the default for each board and populated in the board fields described below.
                    - Overrides per board as fields defining field sets to use for views on that board.

                    I can see a field sets being defined for Plan View, List View, Task Edit Modal (different boards may have different needs, in our org they do), Time Entry Modal.

                    5 votes
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                      planned for the future  ·  0 comments  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
                    • Create 'drill-through' board functionality (aka 'child boards')

                      Have a 'portfolio' level view board with cards linking (and drillable to) child boards for specific project with their related tasks.

                      28 votes
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                        0 comments  ·  Board View  ·  Flag idea as inappropriate…  ·  Admin →
                      • Stacked Lists

                        When in Board View all the Lists are alongside each other. When a process has two or three options it might be nice to stack them on top of each other saving space.

                        2 votes
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                          1 comment  ·  Board View  ·  Flag idea as inappropriate…  ·  Admin →
                        • Collapsable Multiboard View

                          When in Board View with many Boards open it would be useful to be able to collapse and open the Boards individually

                          3 votes
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                            0 comments  ·  Board View  ·  Flag idea as inappropriate…  ·  Admin →
                          • Chatter Post Alert

                            I love the Chatter integration and seeing the number of Chatter Posts. It would be even better if there was some alert to show that there had been posts on the Task since I last read the Chatter feed.

                            1 vote
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                              planned for the future  ·  1 comment  ·  Board View  ·  Flag idea as inappropriate…  ·  Admin →
                            • Build a Gmail Add-on for Taskfeed

                              To increase productivity for Gmail (and G Suite) users, please build a Taskfeed Gmail Add-on that allows for creation of new Tasks and viewing task information directly in Gmail on web and mobile.

                              https://developers.googleblog.com/2017/10/gmail-add-ons-framework-now-available.html

                              0 votes
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                                0 comments  ·  Integration  ·  Flag idea as inappropriate…  ·  Admin →
                              • Translation

                                Some of the labels and forms in Taskfeed can be Translated but not all.

                                0 votes
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                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Favourite Boards

                                  I use the same two or three Boards all the time. It would be great if I could just favourite these to always show at the top of the Board Switcher.

                                  0 votes
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                                    in development  ·  0 comments  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
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