Knowledge Base

← Taskfeed Help & Support

  1. Trial & Installation →

    1. Test Drive
    2. Getting Started with Taskfeed
    3. For Admins: System Requirements
    4. For Admins: Trial Setup
    5. For Admins: How to Install Taskfeed

  2. Manage Subscription →

    1. Taskfeed License and Permission Set Types
    2. Manage Taskfeed Subscription
    3. Manage Taskfeed Assigned Licenses
    4. Update Billing Information
    5. Release Communications

  3. Setup & Configuration →

    1. Admins: Give Users Access to Taskfeed
    2. Taskfeed Board Sharing Rules
    3. Board & Task Security & Sharing
    4. Configure Hours in a Day
    5. Configure Working Days

  4. Relating 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

  5. Using Taskfeed →

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

  6. Personal Settings →

    1. Add Taskfeed to my set of Tabs
    2. Change 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?

  7. Customizing Taskfeed →

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

  8. Taskfeed Templates →

    1. Taskfeed Templates: Overview
    2. Create and Manage Task Templates
    3. Create and Manage List Templates
    4. Task Template Cheat Sheet
    5. List Template Cheat Sheet

  9. 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

  10. Process Automation →

    1. Create a Taskfeed Board Automatically
    2. Automatic Role-Based Assignment
    3. Opportunity Team Sync for Taskfeed

  11. Reports & Dashboards →

    1. Overview

  12. Release Notes →

    1. Taskfeed Winter ‘18 - Release Notes
    2. Taskfeed Spring '17 - Release Notes
    3. Taskfeed Winter '17 - Release Notes
    4. Taskfeed 9 - Release Notes
    5. Taskfeed 9 - Upgrade Steps

  13. 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?

  14. Troubleshooting →

    1. Getting an Error when Uploading a Template?
    2. Can't Download a Template from Taskfeed Templates?
    3. Not receiving Email Notifications?
    4. Not receiving Daily Summary Emails?
    5. Why are all of my Tasks greyed out?

  15. Security & Compliance →

    1. Taskfeed Security, Privacy and Architecture Overview
    2. EU GDPR Compliance

  16. All articles →

    1. Customize Taskfeed Lists
    2. Create a Taskfeed Board Automatically
    3. External Sharing: Overview
    4. Add Taskfeed to my set of Tabs
    5. The Taskfeed Tab

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