Task Template Cheat Sheet

Working with Templates?


Find out which fields to include in a Task Template source file and what each one does.

Only Taskfeed Admin Users can create, upload and manage Taskfeed Templates.

Download a sample Task Template (Onboarding).

The column headers on a spreadsheet template will each represent a field in Taskfeed.

Refer to the table below and use the field labels as they appear in the Field Name column when creating a Task Template. The values in each row will depend on what each field does, and their correct format can be found in the Description section.

*Note: When creating a template, do not use commas (,) anywhere in the spreadsheet, since CSV type files read commas as commands to separate the values between rows and columns. Using commas in your source file will result in an error when uploading to Taskfeed.  


Field Name

Description

Name

The label for each task and how it’s displayed on the lists.

Type: Text

Example: Contact supplier, Request expense reports, Create Blog Post etc.

List Name

This field relates each Task to a List on the board by Name. If you want different tasks in different lists, this is how Taskfeed knows how to sort them.

Type: Text

Example: To Do, In Progress, On Hold.

Order

The initial order tasks appear within their List in the Board view. The Plan view will always order tasks chronologically.

Type: Number

Detail

Lets you pre-populate a description of the Task in the Details section.

Type: Text

Reference

This special field, along with 'Predecessor_Reference__C' allows you to create dependencies between tasks.

Type: Text (letters, numbers or a short description). Values entered here should be unique for the board.

E.g., If the task Name is "Create Acme Intranet Instance", the reference can be "Intranet Creation

Predecessor Reference

Each row value for this field will be the 'Reference__C" value of the task that came before this one. Use these two fields when you want a task to start when another one finishes.





Parent Reference

Use with Subtasks. If the Task on that row is a Subtask, copy the Reference value of its Parent and paste onto this cell.

Start Date

Allows the date to be defined in several ways.

- Define a specific date. Enter the date in format YYYY-MM-DD. E.g. 2018-05-21

- Relative to the date the template is imported. Use the keyword TODAY which will set the Start Date for today’s date. You can also use TODAY+n which will set the Start Date to an offset from today. E.g. TODAY+1 will set the Start Date for tomorrow.

- Relative to a related Date field in Salesforce.

Duration

The number of days the task will take.

Type: Number

Lead/Lag (Days)

The number of days between the end of the predecessor task and the start of this task (where the Reference and Predecessor Reference fields will determine the order in which these tasks get executed).

Values for Lead/Lag should be a number of days.

Type: Number

Example: The value of 0 (zero) means the task starts as soon as the previous task finishes.

Category

This field lets you match a task to a category label. Taskfeed Categories are custom color-coded labels for tasks. Use the default labels or define new ones for your Organization in the Taskfeed Categories tab.

Checklist

Include a checklist column on your template to define specific checklist items within any task. Insert keywords separated by the # symbol and Taskfeed will create checklist items within the task.

Type: Checklist

Example: Send Documents#Receive documents back#Setup Account.

Roles

This field lets you assign pre-existing Team Roles to specific tasks.You can relate multiple roles to the same task by separating them with a semicolon (;). Taskfeed comes with preconfigured Team Roles. Users with Admin access may edit or create other Team Roles under Setup > Create > Picklist Value Sets > Team Role.

Type: String

Example: Project Manager; Account Manager

Internal Only

When using External Sharing you can mark specific Tasks as Internal Only. Use True or False values when using this field in a task template. When marked TRUE the Task will not be displayed when the Board is shared via External Sharing.

Type: TRUE/FALSE

Estimated Hours

Lets you input the amount of time (in hours) a task may take to complete. This is useful in reporting and when users log time against a task.

Type: Number



Only Taskfeed Admin Users can create, upload and manage Taskfeed Templates.

Custom fields can also be created and used in Taskfeed as well as its Templates. When using custom fields in a template, refer to their API name.

The API names can be found in Setup > Create > Objects > Custom Fields & Relationships.


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