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. Workshops & Live Training

  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. Summer '19 Guide →

    1. Existing Customers: Upgrading to Summer '19
    2. Taskfeed Personal Settings
    3. Manage My Notifications
    4. Working with the Tasks Menu
    5. Using the Taskfeed Tasks tab

  5. External Sharing →

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

  6. Manage Subscription →

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

  7. 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?

  8. 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

  9. 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

  10. 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

  11. 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

  12. 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

  13. 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

  14. 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

  15. Data Migration →

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

  16. 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

  17. 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?

  18. 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?

  19. 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?

  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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