Taskfeed Summer '19 Release Notes
What's New in Summer '19:
For Summer ‘19, The Taskfeed user interface has been re-imagined using the Salesforce Lightning Design System. The new design intends to improve the structure and organize information and actions in a more coherent way.
Taskfeed will continue to work in Salesforce Classic, but with the same user interface as in Lightning Experience.
Here’s what to expect of Taskfeed Summer ‘19:
The New Taskfeed Tab
Out with the old and in with the new. The Taskfeed tab has been redesigned with a new structure optimized for teams to collaborate and manage their work across different their tasks and boards.
Along the top is the header which is persistent throughout and controls what you will see beneath. The header includes controls for the view you’ll see and how tasks are grouped within that view -- along with the filter and the aggregate feed.
The button to create a new Task is now located within the Tasks Menu.
Task Notifications are also in the Global Menu
The Aggregated Feed has been moved from the side pane to the App Header
The Task Inbox has been replaced with My Tasks in the Tasks item in the app navigation menu
The Board Due Date View has been replaced with Group By Start or End Date
We have also extended the Task groupings and you can now group tasks on the board by their Stage, Start Date and End Date as well as by Owner, Category or Parent Task.
The Side Pane
The contextual side pane presents details about what has been selected. When you select a Board, all side pane options will relate to the selected Board. Likewise when you select a task, the side pane detail, buttons and options will correspond to the selected Task.
The contextual side pane can also display other record information from Salesforce such as from related Accounts and Opportunities.
The new side pane has improved structure as it is broken down into different tabs. This makes jumping to each section much easier. The same view in the current version requires a lot of scrolling and it can be difficult to orient the information.
The tabs in the side pane show a badge when there is content so you can see at a glance if there are attachments, time logged, or checklists.
When the side pane is collapsed these tabs are visible so when working on a smaller display as you navigate between tasks you can see info as needed and open then close the side pane as required.
The Global Menu
Our left-side navigation menu previously focussed around Boards. We have now created parity between viewing Tasks and Boards.
A separate Menu for Boards, Tasks and Notifications.
Personal Settings for all users and Application Settings for Taskfeed Admins can be accessed from the Global Menu.
Important Board fields can now be shown at the top of the Board. These can be configured/customized using a Field Set.
External sharing button is now Sharing Options link that will be displayed on Board header when external sharing is enabled.
Board Edit Menu has been moved to the side pane. Select the Board Name to display the board record on the side pane.
Task and Board List Views
Task List Views
The task Menu extends the Task Inbox. You can now define your own Task List Views. Split between standard and custom list views.
The Task Inbox has been replaced with My Tasks in the Task
My Team’s Tasks (tasks assigned to people you manage)
My Delegated Tasks (created by you and assigned to someone else)
Custom Task List Views: in 13 they displayed inside the Boards. When there are loads of tasks, that made Taskfeed super slow. Task views are now grouped together by criteria but outside of the context of the board
Board List Views
The Board Menu helps organize the Boards within your organisation. Board List Views can be created based on any criteria.
My Team’s Boards
Define milestones or phases and visually identify the overall progress of each project at any point in time. Taskfeed Board Stages are similar to Opportunity Stages in Salesforce.
When you upgrade or install Version 14, a default set of Stages will be available to use.
Your organization can start using Board Stages in new or existing Boards.
Salesforce Administrators can rename, remove or add new Stage values to suit your business process. A single set of stages will be applied to all Board Types.
In future releases, you will also be able to define a different set of Stage values for different Board Types.
Board Stages can be tracked and visually and managed from an interactive Path at the top of each Board.
Board Stage History
Create powerful reports that measure and track Board progress over time: Stage history is automatically captured as your team moves projects between Stages.
Board Stage Auto-Progression
Let the Tasks do the driving: map Tasks to a corresponding Board Stage. As Tasks move from one list to another, the Board Stage will progress automatically.
Lists are not merely placeholders for Tasks. They reflect where a group of Tasks are at that point in time, which may change as they move from one list to another.
In addition to Board Stages, we are also introducing List Types for an added layer of granularity to help teams and managers understand not only the overall progress of each project, but the performance of each Task over time.
Each List on the Board will have one of these predefined Types: Active, Inactive or Complete. As Tasks are moved on the Board from an ‘Inactive’ List to Lists that are ‘Active’, it will help drive Stage progression. You will also be able to measure not only the Task’s Duration based on its Start and End Dates but also its ‘Active’ duration as well.
With version 14, legacy List Settings such as the ‘Mark as Complete’ option for a “Complete” or “Done” List will now be identified through its List Type - in this case, Complete.
We recommend reviewing active List Templates to assign Active Lists.
Edit Tasks from Table View
Table view now lets you rename, change list and view all contributors. You can also more easily double click to edit or select to schedule.
Team Role Queues for Unassigned Tasks
Unassigned Roles are now aggregated onto the Task so you can create Custom Task List views to act as Queues for Teams. From the Task View selecting the Role Placeholder on the Taks will open the assignment screen to assign someone to that role.
Template Files migrated from Attachments to Content
Salesforce is moving from Attachment to Content for is document management. In Summer 19 all Template files will be converted to Content. This will keep us up-to-date with where Salesforce is going and enable new options like Template Version Control. For customers upgrading Taskfeed, this should not impact existing templates (fingers crossed).
Role Based Assignment using Account and Opportunity Lookup Fields
We know you often already define the CSM or other people related to the Account as lookup fields on the Account and Opportunity. Now we make it easy to map those people to Board Roles so they are auto assigned work.
Salesforce Administrators configure with custom metadata. It can then be deployed between sandbox and production environments.