Customize the Board Header

Customize the Board Header

The Taskfeed Board Header displays relevant information about the board at a glance.


The Board Header can display up to 8 Board-related fields at the top of the Board in Taskfeed.

Salesforce Administrators can add, remove, or reorder Board Header components to support your organization’s business requirements.


To Customize the Board Header:


SALESFORCE USER PERMISSIONS NEEDED

To edit the Board Header Field Set:

Customize Application

  1. From Setup > Object Manager, go to Taskfeed Board

  2. Select the Field Sets tab and click Board Header

  3. Add, remove or reorder the fields you wish to display on the Board Header

  4. Click Save.

⚠️ The Header will not display fields when they don’t contain a value.

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