Taskfeed Spring ‘17 focusses on a greatly improved mobile app in Salesforce1, Board Teams and Branded External Sharing. There are also many other new feature and improvements.

Salesforce1 mobile

The experience of Taskfeed in Salesforce1 mobile app is now more than twice as fast. This is thanks to some changed Salesforce have made behind the scenes combined with improvements to scrolling and dragging on mobile.

In Salesforce1 mobile there are new long press interactions for selected a a task. Touch and hold a task to select the task which will enable dragging. On a tablet the left nav will pop-open automatically when the task is selected, for phones touch and hold again to bring up the detail view of the task.

Board Teams (Role Based Assignment 2.0)

Taskfeed is all about spinning up repeatable processes easily and quickly. A big part of this is making sure the right people are working on the right tasks. This is now even easier in Spring ‘17 with Board Teams.

Board Teams

Previously adding a colleague to a Board merely shared the Board with that person. In Spring 17 we now have a new object; Board Team Member. When you add someone to a Board as a Team Member you can also define a Role for that person. When you define a Role that person will be automatically assigned any open Tasks that have the corresponding Role. This is a huge timesaver. Even better as you remove or replace a Team Member the Tasks will all unassign and reassign to the new member.

As you upgrade to Spring ‘17 Taskfeed will automatically migrate your existing Board Contributors to Board Team Members.

Task Contributor Roles

We have long had the ability to assign multiple people to a single task, we call them Task Contributors. Now in Spring ‘17 you can define Roles that will be responsible for a Task. Each Role will create a Task Contributor Placeholder, this is a Task Contributor which is not assigned to an individual. Now when a Board Team Member is added with a corresponding Role they will automatically fulfill the placeholder.

Roles within Templates

These are defined within a Task Template using the column heading “Roles”. Roles are entered in a single cell seperated by a semicolon (“;”), e.g. “Account Manager; Solution Engineer”. Each Role will create a Task Contributor Placeholder.

Opportunity & Account Teams to Board Teams

Many of you are already defining teams using the Account Team and Opportunity Team features of Salesforce. Board Teams extends these two two new add-on packages called “Taskfeed for Opportunity Teams” and “Taskfeed for Account Teams”. These packages include out-of-the-box syncing of Account & Opportunity Teams with Board Teams.

Custom Board Team Automation

Board Teams has been built so you can easily plug this into your own process. If you have a process where a Team is already defined through a related list, or lookup fields on a related object then you can use Process Builder to automatically add these people to the Board Team. We use these same hooks for our “Taskfeed Opportunity Teams” and “Taskfeed Account Teams” packages.

Branded External Sharing

External sharing is an incredibly fast and frictionless way to share your plan in real-time with a customer or partner. As of Spring ‘17 you can now define options for how Taskfeed will look to your customers including Logo, Brand color and Title.

All Changes

The following list describe all the changes made in Winter '17. These include improvements to make using Taskfeed a little bit nicer to use every day and a number of bug fixes and performance improvements.

New Features

• Pinned Boards: There is a new Board view in the left hand Board navigation called “Pins”. This shows a list on Boards that have been “Pinned” by the current User. This is great when you refer to a few Boards very often throughout the day

• Task Copy: Tasks can now very easily be duplicated. Your admin has control over which fields are copied. When copying a Task you have the option to Copy the Task Contributors and the Checklist Items.

• Lists can now be marked as Internal only. When a List is marked as Internal only the entire List will be hidden from External Sharing

• Define Custom Notification Email From Address

• Customize when the Daily Summary Email is sent

• Embedded view now remembers its filter settings

• Set Baseline moved to board Context menu

• Search Board by Role

• Select All on Board and List will only select visible tasks when a search is applied

• Double clicking the plan bar will open the Task edit modal

• Users initials shown in place of the default Chatter profile

Changes to features or behaviour

• Tasks Created By and board Owner will now receive notifications not just the Task Contributors.

• The default context of the right hand pane now shows record detail rather than the Chatter Feed.

• User Interface changes:

• View switcher no longer a pull down menu

• Filter moved to right of header

• New Board view options

• Removed the “Currently Selected Boards” section

• Task Card Layout

• Due Date moved to top right

• Chatter icon only shown when there are Chatter posts

Bug Fixes

• Searching for a Board with an apostrophe caused an error

• Unscheduling a Task in the Schedule Modal would not work

• Fixed “script exception” bug when copying a board

• Color picker NanNanNan bug resolved

• Hyperlinks now rendered properly in sidebar

Patch Releases