List Template Cheat Sheet

Working with Templates?

Find out which fields to include in a List Template and what each one does.

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

Most of the configurations available for Lists are actions that can be enabled or disabled for a board using that template.

Refer to the table below for a list of available fields, their label name and what they do.

When creating a template, use the Field Label in the column headers for each field you want to define.  The possible values and their correct format are listed in the Values column. The Description column explains what each field is used for.


Field Label    

Description

Name

Meaning: List Name

Format: Text

Example: Not Started, In Progress, Completed, Backlog, To-do

The values in this field determine the labels that identify each List on the board. Each row in the Name column represents a List Name. A List can be a step in a workflow (Qualified, Negotiation), a stage of a process (In Progress, In Review) or the name of a Queue or anything else you would like to organize and prioritize Tasks.

Order

List Order

Format: Number

(1, 2, 3 etc)

A numeric value to determine the order from left to right in which the Lists will be organized or displayed on the Board.

Default

A checkbox to Mark a List as Default

Values: True or False

If True, when a task is created for this Board and no List is chosen, it will automatically be sent to this List. When using this field, choose a List to mark as True and all the others as False.

Example: Use True for this field in the "Not Started" row so newly created tasks automatically go into that list.

Show Quick Create

Enable the "Quick Create" Task

Values: True or False

Quick Create refers to the New Task input field that can appear at the bottom of a List in the Board view. This option controls the visibility of this input field and button.

Tip: If using a "Completed" List in a template, mark this field as False for this row. Tasks can be moved into this list but they don't normally start here.

Show Archive

Archive Action (button)

Values: True or False

Enable the Archive action button to manually archive a task within that List. When True, the Archive button will appear on the Taskfeed Task Cards in the Board view. When a Task is manually archived, it will be removed from the Board immediately.

As a best practice, we recommend archiving completed tasks to avoid storing unnecessary data volumes in Salesforce.

Enable Archive

Enable Archive

Values: True or False

Designed for the "Complete" or final stage List.

When true, the Task will be queued for Archiving as soon as it moves to the selected List.

Archive After Days

Archive After [... ]Days

Values: any number of days (1, 2, 3 ...)

A numeric value used in conjunction with Enable Archive to delay archiving by a set number of days. It can be particularly useful for a final stage List where you may want Tasks visible for a few days after they are completed.

Force Ownership

Force Ownership

Values: True or False

When True, tasks assigned to this List without an owner will be allocated to the current (running) user - even if that user is not the owner of the board or any other tasks on the board.

We recommend using Force Ownership for lists where an owner is expected when a task is moved to that list, such as "In Progress" or "Scheduled".

Hide Tasks From Table View

Hide Tasks from Table View

Values: True or False

When True, the tasks within this List will not show in the Table View in Taskfeed. This can be useful for final stage Lists or non-prioritized Lists.

Hide Tasks from Task Inbox

Values: True or False

When true, hides the task from the Task Inbox. This can be useful for final stage Lists or non-prioritized Lists.

Hide Tasks From Plan View  

Hide Tasks From Plan View

Values: True or False

When True, the Tasks within this List will not show in the Plan view. This can be useful for final stage Lists or non-prioritized Lists.




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