Taskfeed Board Type

Taskfeed Board Type Overview


A Board Type helps to identify and report on the kind of business process associated with each Board. Taskfeed comes with two Board types out-of-box: Project and Team, which can be relabeled to best describe your team's projects.

Taskfeed Board Type, now available in Taskfeed Version 15, introduces a single layout to assign multiple options that will define your Taskfeed Board.

Taskfeed Admins can define the following options for each Board Type:

  • Default Task Template for each Board Type

  • List Template

  • Board Process (with its own set of stages)

  • Board Record Type

  • Owner Role

  • Board Queue name (use API queue name)

  • Board Field Set - a field set unique to the Board Type can be created in Taskfeed Board and will add an additional set of fields to the Taskfeed Board edit pop-up window

  • Task Field Set - a field set unique to the Board Type can be created in Taskfeed Task and will add an additional set of fields to the Taskfeed Board edit pop-up

  • Color

Setting Up a New Board Type Record


⚠️ Before creating a new “Board Type” first make sure the value exists within the Taskfeed Board object. For example “Customer Onboarding”

  • Select Taskfeed Board Type tab on the navigation bar or through Salesforce App Launcher.

  • To view or update any preexisting Board Types select “All” list view


  • To create a new type click New

  • Each Board Type can have its own process, default templates, Board color, Owner Role, etc: Fill in all applicable options for each board type




 


Feedback and Knowledge Base