Managing Board Stages
Taskfeed provides a set of default Board Stage Values. Salesforce Administrators can edit Board Stage values to suit your organization’s business process.
Taskfeed Default Board Stage Values:
⚠️ NOTE: Taskfeed only supports a single set of Board Stage values across all Board Types.
To Manage Board Stage Values:
SALESFORCE USER PERMISSIONS NEEDED
To change picklists:
Navigate to the Setup menu in Salesforce
Enter Picklist Value Sets in the Quick Find search bar and go to Picklist Value Sets.
Select the Board Stage Global Value Set. [insert board stage1]
In the Values section, modify the picklist value.
To deactivate a value, which removes it from the picklist but keeps it on existing records: Click Deactivate next to the value’s name. The value moves to the Inactive Values section. If you need the value again later, click Activate next to its name.
To remove a value from the Board Stage global picklist and any custom picklists that share its value set: Click Del next to the value’s name and then click OK. If any custom picklists use this global picklist value set, you’re prompted to replace the value with either a blank value or an existing, active value. If no custom picklists use the value set, the value is deleted from the global picklist.
⚠️ NOTE: If a global picklist value is used in historical trending, it’s deactivated but not deleted.