Knowledge Base

  1. New to Taskfeed? 

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

    1. Test Drive
    2. System Requirements
    3. Trial Setup Guide
  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. Give Users Access to Taskfeed
    5. 4.1. Taskfeed License and Permission Set Types
  4. Manage Subscription 

    1. Manage Taskfeed Subscription
    2. Manage Taskfeed Assigned Licenses
    3. Update Billing Information
    4. Release Communications
    5. Upgrade Taskfeed Automatically
  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. 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
  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. Customize 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. Relate 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
    2. Access to Taskfeed Sample Reports & Dashboard
    3. Creating Taskfeed-Related Reports
  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
    3. Discovered a Security Issue or want to report a concern?
  18. All articles 

    1. Manage Taskfeed Subscription
    2. External Sharing: Overview
    3. Add Taskfeed to my set of Tabs
    4. The Taskfeed Tab
    5. Taskfeed Templates: Overview

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