Share a Taskfeed Board

There are different ways to share with Taskfeed

To share a particular Taskfeed Board with another Taskfeed user:

Add them as a Board Team Member.

The Board Team Member can be any Salesforce user in your Org who has a Taskfeed License.

To share Boards automatically with another Taskfeed user, manager, or a group of users:

Ask your Salesforce Admin to create a Taskfeed Board Sharing Rule.

To share a Taskfeed Board with someone who doesn't have a Taskfeed license or outside of Salesforce:

Use External Sharing.

  • When you share a Board using External Sharing, viewers will have READ ONLY access to the board.

  • You can optionally mark certain tasks as Internal Only if you don't wish external viewers to see them.

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