4.1. Taskfeed License and Permission Set Types

In order to access Taskfeed, each user must be given a Taskfeed user License and a Taskfeed Permission Set.


Does everyone in my Salesforce Org need a License?

No, only users who want to see Taskfeed need to be licensed.

The type of license assigned will depend on the level of usage, and whether those are Salesforce internal users or Community users (customers or partners) in your organization.

The permission set defines what each licensed user can see and do within Taskfeed.

User Permissions Needed
To manage licenses for an AppExchange app:

To assign permission sets:
Manage Package Licenses

“Assign Permission Sets”

Licenses:

License Type

Description

Taskfeed Standard User License


Taskfeed User lets your team create Boards and Tasks and manage their work within Taskfeed and Salesforce.

  • Full access view/edit/delete Taskfeed tasks/boards and many more

  • Collaborate with Chatter

  • Reporting

  • Manage Templates, Categories and Settings

Note: Requires a Salesforce Sales, Service or Platform license

Taskfeed Read-Only License


Collaborate (Read-only) lets you to share your plans throughout the organisation to review and participate through Chatter.

  • Read-only Taskfeed and reporting access

  • Collaborate with Chatter

  • Reporting

Note: Requires a Salesforce Sales, Service or Platform license

Taskfeed Community User


Taskfeed Community allows your customers, partners and contractors participate in the project as part of the team.

  • Full access view/edit/delete Taskfeed tasks/boards/templates and many more

  • Collaborate with Chatter

  • Reporting

Note: Requires a Salesforce Community license. More information regarding Salesforce Community Licenses.

Taskfeed Community Collaborate

Community Collaborate (Read-only)  allows your customers, partners and contractors view the project as part of the team.

  • Read-only Taskfeed access

  • Collaborate with Chatter

  • Reporting

Note: Requires a Salesforce Community license. More information regarding Salesforce Community Licenses.

External Sharing License

External Sharing is a frictionless way to share the plan with customers, partners and contractors.

  • Read-only access via link to plans shared using External Sharing Feature

  • Read-only access to Tasks

  • No access to Files, Checklists, Chatter

  • Share to as many users as you need**

  • Unlimited in volume***

** Force.com Sites Limits and Billing applies. Force.com sites usage is governed by monthly and daily limits.  

*** External Sharing requires a Standard Taskfeed User Licence be assigned to enable the feature.

For more information, speak to us about license options and pricing.

Permission Sets:

There are different levels of permission sets that come out of the box, which you can clone to create a custom permission set if required.

Taskfeed Standard User: Taskfeed Standard User is recommended for standard users of Taskfeed. A Taskfeed Standard User can Create, Edit and Delete Tasks, Checklists and Time Logs. They can create and edit Boards but cannot create or edit Lists.

Taskfeed Super User: recommend when your users need a bit more control over Taskfeed. A Taskfeed Super User can do everything a Standard User can including creating and editing Lists. Super Users can Switch Inbox but cannot manage Templates.

Taskfeed Admin User: Taskfeed Admin User has full access to all Taskfeed objects. They can also collaborate with other users via Chatter.

Taskfeed Standard Read-Only User: Taskfeed Standard Read-only User is recommended for users who just require view-only access to Taskfeed. A Taskfeed Standard Read-only User can View Boards, List, Tasks, Checklists, and Time Logs. They can also collaborate with other users via Chatter.


Permission Set

Taskfeed Boards

Taskfeed Tasks

Taskfeed Lists

Taskfeed Templates

Taskfeed Categories and Custom Labels

Taskfeed Notifications*

Switch Inbox

Taskfeed Admin

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Yes

Taskfeed Super User

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Read

Read

Read

Yes

Taskfeed Standard User

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Read

Read

Read

Read

No Access

Taskfeed Standard Read-Only User

Read

Read

Read

Read

Read

Read

No Access

Taskfeed External User

Read

Read

Read

No Access

Read

No Access

No Access


*Notifications: Used by Taskfeed to deliver notification either in-app or by Email. In-app notifications are deleted as soon as they are dismissed or overnight.


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