Knowledge Base

← Taskfeed Help & Support

  1. New to Taskfeed? →

    1. Getting Started with Taskfeed
    2. Setup Guide for Salesforce Admins
    3. A Guide for Taskfeed Business Users
    4. Taskfeed Office Hours & Workshops

  2. Trial & Test Drive →

    1. Test Drive
    2. System Requirements
    3. Trial Setup Guide for Admins
    4. Deployment in Production Environments

  3. Install & Setup →

    1. 1. How to Install Taskfeed
    2. 2. Assign a Taskfeed License to Users
    3. 3. Assign a Taskfeed Permission Set to Users
    4. 4.1. Taskfeed License and Permission Set Types
    5. 4.2. Taskfeed Data Visibility & Access

  4. External Sharing →

    1. Taskfeed External Sharing: Overview
    2. Configure External Sharing
    3. Share the Plan with Customers
    4. Mark Tasks as Internal Only
    5. Configuring Field-Level Visibility in External Sharing

  5. Manage Subscription →

    1. Manage Taskfeed Subscription
    2. Manage Taskfeed Assigned Licenses
    3. Update Billing Information
    4. Release Communications
    5. Upgrade Taskfeed Automatically

  6. Personal Settings →

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

  7. Board Basics →

    1. The Taskfeed Tab
    2. The Task Inbox
    3. Taskfeed Tab: The Board View
    4. Taskfeed Tab: The Plan view
    5. Create Your First Board

  8. Tasks & Subtasks →

    1. Understanding the Task Icons
    2. Create or Edit a Task
    3. Taskfeed Categories
    4. Log Time Spent on a Task
    5. Add a Task Contributor

  9. Taskfeed Templates →

    1. Taskfeed Templates: Overview
    2. Create a Task Template
    3. Create a Template with Subtasks
    4. Customize Lists using a Template
    5. Task Template Cheat Sheet

  10. Customize Taskfeed →

    1. Create & Customize Board Types
    2. Customize Taskfeed Lists
    3. Creating Custom Fields in Taskfeed
    4. Adding Fields to Taskfeed Field Sets
    5. Customize which fields show when editing a Task

  11. Relate Taskfeed to other Salesforce Objects →

    1. Relate Taskfeed to other Records in Salesforce
    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

  12. Process Automation →

    1. Overview
    2. Create a Taskfeed Board Automatically
    3. Opportunity Team Sync for Taskfeed
    4. Task Assignment Automation: Considerations
    5. Assign People to Tasks Automatically

  13. Reports & Dashboards →

    1. Overview
    2. Access to Taskfeed Sample Reports & Dashboard
    3. How to Create Taskfeed-Related Reports
    4. Tutorial: Report on Total Time Spent per Board or Board Type

  14. Data Migration →

    1. Prepare for Data Migration
    2. Mass Insert Data into Taskfeed

  15. Release Notes →

    1. Taskfeed Summer '19 Release Notes
    2. Taskfeed Summer '18 Release Notes
    3. Summer '18 Patch Updates
    4. Taskfeed Winter ‘18 - Release Notes
    5. Taskfeed Spring '17 - Release Notes

  16. Taskfeed Summer '19 User Guide →

    1. Taskfeed Personal Settings
    2. Manage My Notifications
    3. Create or Edit a Board
    4. Board Stages: Overview & FAQ

  17. 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?

  18. 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?

  19. Security & Compliance →

    1. Taskfeed Security, Privacy and Architecture Overview
    2. EU GDPR Compliance
    3. Discovered a Security Issue or want to report a concern?

  20. All articles →

    1. Manage Taskfeed Subscription
    2. Create & Customize Board Types
    3. Taskfeed External Sharing: Overview
    4. Add Taskfeed to my set of Tabs
    5. The Taskfeed Tab

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