Using the Board Stage Path

The Taskfeed Board Stage Path

Taskfeed Board Stages and the Stage Path are a new feature available from Summer ‘19 onwards. If you don’t see the Board Stage path within a Board in Taskfeed, the Board does not yet contain a Stage value.

Displaying the Stage Path on the Board:

Boards created prior to Summer ‘19 will not have a Stage value when upgraded to Summer ‘19 but you can edit any Board and set a corresponding Stage value.

Don’t see the Stage path on the Board?

Here’s how to display the Path:

  1. Open the Board in Taskfeed. Click Edit on the side pane.

  2. Select one of the available Stage values.

When Creating a New Board:

  1. Enter the Board details as you create a new Board. Make sure to select a Stage value to identify the initial Stage of the Board.

  2. If a Board is created automatically from a background process, ask your Salesforce Administrator to edit the process and predefine an initial Stage value for when a Board is created from that process.

Using the Board Stage Path

If you're familiar with the Salesforce Opportunity Path, the Board Stage Path works the same way. As the Board progresses, Team Members can update the Path to identify which Stage the Board is currently in.

Drive the Path Automatically by Mapping Tasks to a Stage

When Tasks have been mapped to a corresponding Board Stage value, the Board Path will progress automatically once all Tasks from the previous Stage are marked as Complete and a Task from the following Stage is Active. If a Task from the previous stage is re-opened, the Board Path will be updated back to the previous stage. Team Members can override the Stage on the path if they wish.

When Tasks belonging in different Stages are open at the same time, the path will be set to the earliest Stage on the Board. Team Members can override this by manually updating the Board Path and setting a different Stage.

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