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. 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

  3. 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

  4. 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?

  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. Add a Board Team Member

  6. 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

  7. 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

  8. 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

  9. 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

  10. 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

  11. Process Automation →

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

  12. Reports & Dashboards →

    1. Overview

  13. Release Notes →

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

  14. 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?

  15. 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?

  16. Security & Compliance →

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

  17. 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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