Sharing Updates & Collaborating

Use the Task & Board Feed Publisher to Post Updates & Collaborate with Team Members


Increase collaboration with your team and keep everyone up to date on work related to Tasks and Boards from one place.

Select a Board or a Task and use the Feed tab in the side pane to add posts and updates in the context of each record.



The Feed tab is located in the Taskfeed side pane. When you select a Board or a Task it will display a Chatter Publisher with different actions available.

The default Feed actions are Post, File and Link.





Where are Feed Items Displayed in Taskfeed?

Posts, Links and Attachments will display on the Feed section of the Task or Board and also in the Taskfeed Aggregated Feed.


The Aggregated Feed will display Posts, Links or Attachments grouped in the context of the record or group of records selected in Taskfeed.


  • When a Board is selected, the Aggregated Feed displays all posts created on the Board or in the Tasks within that Board.

  • When a Task is selected, the Aggregated Feed displays posts created on that Task only.

  • When a Board or Task List View is selected, the Aggregated Feed displays all posts created in the records contained in that view.



Customizing the Feed Actions

Salesforce Administrators can customize the Object-Specific Actions available to use in the Feed section of Taskfeed Boards and Taskfeed Tasks.



The actions in the Feed tab are managed in the Page Layout editor for each object separately - Taskfeed Board or Taskfeed Task.

The actions available are found in the Quick Actions tab on the palette and on the Quick Actions in the Salesforce Classic Publisher section of the Page Layout.



The default Feed actions available in Taskfeed Task and Taskfeed Board are Post, Link and File. Items created from other actions may not be displayed in the Aggregated Feed but displayed elsewhere in Taskfeed or not supported.



Feed Publisher Action

Where it will display in Taskfeed

Post

In the Task or Board Feed section within the Record Detail Pane and on the Taskfeed Global Header Feed

Link

In the Task or Board Feed in the Record Detail Pane and on the Taskfeed Global Header Feed

File

In the Task or Board Feed in the Record Detail Pane and on the Taskfeed Global Header Feed

New Note*

Notes created in the Feed are not displayed in the side pane or the Aggregated Feed.

Notes can be viewed in the Task or Board page layout in the Notes & Attachments Related Lists.

Notes or Notes & Attachments must be added to the Related List section of the Taskfeed Task or Taskfeed Board page layout.

Learn More.

Log a Call

Call logs are displayed in the side pane in Taskfeed, on the Taskfeed Board or Taskfeed Task page layout in the Chatter Feed section. Call logs do not show up in the Aggregated Feed.


*To add internal Notes to a Task or a Board, we recommend using the default Post action.


What’s the Best Way to Share a Note with Customers?

To share notes and updates with Customers, or others outside of your Salesforce Organization, use a field within the Task or the Board that is visible in External Sharing, such as the Task Detail field or a custom field for notes and updates.



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