Knowledge Base

← Taskfeed Help & Support

  1. Trial & Test Drive →

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

  2. Getting Started  →

    1. New to Taskfeed?
    2. Setup Guide for Salesforce Admins
    3. Starter Guide Taskfeed Users
    4. Workshops & Live Training

  3. Install & Setup →

    1. 1. Install Taskfeed
    2. 2. Taskfeed License and Permission Set Types
    3. 2.1. Assign a Taskfeed License to Users
    4. 2.2. Assign a Taskfeed Permission Set to Users
    5. 3. Taskfeed Visibility & Access

  4. Manage Subscription →

    1. Manage Taskfeed Subscription
    2. Manage Taskfeed Assigned Licenses
    3. Update Billing Information
    4. Release Communications
    5. Upgrading to Summer '19

  5. External Sharing & Communities →

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

  6. Personal Settings →

    1. Add Taskfeed to my set of Tabs
    2. Taskfeed Personal Settings
    3. Edit My Personal Notifications
    4. Manage My Notifications
    5. Sync Taskfeed to Your Calendar

  7. Taskfeed Basics →

    1. The Taskfeed Tab
    2. Create or Edit a Board
    3. Adding a List to a Board
    4. List Types
    5. Board Stages: Overview & FAQ

  8. Tasks & Subtasks →

    1. Working with the Tasks Menu
    2. Understanding the Task Icons
    3. Create or Edit a Task
    4. Taskfeed Categories
    5. Log Time Spent on a Task

  9. Taskfeed Templates →

    1. Taskfeed Templates: Overview
    2. Prepare a Task Template
    3. Upload a Template
    4. Create a Template with Subtasks
    5. Customize Lists Using List Templates

  10. Customize Taskfeed →

    1. Create & Customize Board Types
    2. Customize Taskfeed Lists
    3. Creating Custom Fields in Taskfeed
    4. Relate Taskfeed to other Records in Salesforce
    5. Adding Fields to Taskfeed Field Sets

  11. Process Automation →

    1. 1. Overview
    2. 2. Create a Taskfeed Board Automatically
    3. 3. Assigning Team Members Automatically: Considerations
    4. 3.1. New! Team Member Mapping Custom Metadata Type
    5. 3.2. Opportunity Team Sync for Taskfeed

  12. 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
    5. Tutorial: Report on Email Activities within Taskfeed Boards

  13. Data Migration →

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

  14. 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

  15. Frequently Asked Questions  →

    1. Can we have more than one Board per Account?
    2. What is the difference between Removing, Archiving and Deleting a Board?
    3. Does Taskfeed Work on My Phone?
    4. How do I know when a new version of Taskfeed is available?
    5. Do I have to upgrade Taskfeed?

  16. Troubleshooting →

    1. Can't Install Taskfeed?
    2. 'Unauthorized Endpoint' Error Message when loading Taskfeed?
    3. Error: 'Type: Required fields are missing: [type]'
    4. Error when Updating Template: Insufficient Access...
    5. 'Parsing' Error when Uploading a Template?

  17. Security & Compliance →

    1. Taskfeed Security, Privacy and Architecture Overview
    2. EU GDPR Compliance
    3. Improvements to Personal Data Security: Personal Data Sandboxing
    4. Discovered a Security Issue or want to report a concern?

  18. 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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