Knowledge Base

← Taskfeed Knowledge Base

  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 for Standard Users
    4. Workshops & Live Training

  3. Install & Setup →

    1. Salesforce Edition Requirements
    2. 1. Install Taskfeed
    3. 2. Taskfeed License and Permission Set Types
    4. 2.1. Assign a Taskfeed License to Users
    5. 2.2. Assign a Taskfeed Permission Set to Users

  4. Taskfeed Basics →

    1. The Taskfeed Tab
    2. Taskfeed Board Process
    3. Taskfeed Board Type
    4. Create or Edit a Board
    5. Adding a List to a Board

  5. 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

  6. Tasks & Subtasks →

    1. Working with the Tasks Menu
    2. Understanding the Task Icons
    3. Create or Edit a Task
    4. Edit Tasks & Boards within Detail Pane
    5. Taskfeed Categories

  7. 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

  8. Board Hierarchy →

    1. Board Hierarchy: Overview
    2. Board Hierarchy Setup
    3. Assign Board Team Members to Related Boards
    4. Designing for Large Board Hierarchies

  9. 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

  10. 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

  11. 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

  12. 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

  13. Data Migration →

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

  14. Manage Subscription →

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

  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. Release Notes →

    1. Taskfeed Spring '20 Release Notes
    2. Taskfeed Summer '19 Release Notes
    3. Taskfeed Summer '18 Release Notes
    4. Summer '18 Patch Updates
    5. Taskfeed Winter ‘18 - Release Notes

  18. Security & Compliance →

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

  19. 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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