Create a Template from a Board

Is it possible to create a template based off of an existing board?

While there is no "one-click" solution to create a template from a Taskfeed Board, it is possible to use a Taskfeed Task List View as a guideline for a Task Template.

 How to Create a Template Source File from a Taskfeed Board:

Create a custom list view in Taskfeed Tasks and then use the “Printer View” (which is only available in Salesforce Classic) to copy and paste the list view into a new spreadsheet. The spreadsheet will become the base of your source file and will require a few adjustments before you upload it to Taskfeed Templates.

Step 1: Create a Taskfeed Tasks Custom List View:

1. If you are working in Lightning Experience, switch to Salesforce Classic. 

2. Click the Plus icon () to the right of your current tabs and select Taskfeed Tasks (custom object) from the All Tabs  page.

3. Click “Create New View” to create a custom List View.

4. Create a List View which contains only those Tasks on the Board you want to copy the values from, in order to create your template.

5. Enter a name for your custom list view.

6. Specify the following filter criteria: Board |  equals | [insert the Name of the Board, exact spelling.

7.Select the following fields to display, exactly as they appear below:  

8. Click Save.

9. Click the Start Date column to order the Tasks by Start Date, ascending.

10. Click the print icon at the top of the page. A printable page view displays.

Step 2: Create the Template Source File

1. Copy the list view from the new printer-friendly window, including the column header.

2. Paste the values into a blank spreadsheet document (Excel, Google Sheets etc).

3. Modify the following fields to match the Task Template format (use our Task Template Cheat Sheet for guidance):

4. Clear all the values from the Reference column. Then copy all the values in the Name column and paste onto the Reference column.  The Reference is a unique value to identify each Task. It can be the exact name of the task or something else.

5. Pay close attention to the Predecessor Task values - those are the tasks in which each task is dependent on. Use those values as your point of reference to set the dependencies. The same way you would do when creating a Task Template from scratch.

  • If you modify the Reference values on your template, adjust the Predecessor Task values accordingly.

6. Rename the Predecessor Task column to Predecessor Reference.

7. Delete the Start Date values on any cells that contain a Predecessor Reference value. With task dependencies, you only need a Start Date for tasks that are not dependent.

8. Format the Start Date value of the first task to:

  • A date 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. Or
  • Or a date related to a pre-existing date in Taskfeed Board (if you have one). To reference a date field in Taskfeed Board, use the field’s API Name.
  • Do the same for all other Tasks without a Predecessor Reference, which also require a Start Date value.

9. Rename the Contributor Role Placeholders Template to Roles.

10. Rename any other column headers as needed to match the Taskfeed Task Template format, such as Checklist Items (Template) to Checklist. Use the Fields table on our Task Template Cheat Sheet as guidance. Insert values to other columns as needed, such as Detail.

11. Save your spreadsheet as a .CSV file and upload to Taskfeed Templates as a new record.

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