Board Type Overview

Taskfeed Board Type Overview


Note: Users that have updated to (v16) will see a rebranding of Taskfeed now Precursive OBX. This means our customers will see the Precursive OBX Logo and Precursive naming throughout the product. For more information - Precursive Summer '20 Release Notes

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

  • Board Record Type (use API associated to the record type name)

  • Owner Role

  • Board Queue name (use API associated to the queue name)

  • Board Field Set - a fieldset 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 fieldset 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 in Salesforce within the Taskfeed Board object. For example “Onboarding 1”.

Step 1. Select Taskfeed Board Type tab to view or update any preexisting Board Types select “All” list view

Step 2. Click New

Step 3. Fill in all applicable options for each new board type

Step 4. Each Taskfeed Board Type can have its own process, default templates, Board color, Owner Role, etc:



⚠️ Make sure when creating a new Taskfeed Board Type that the name is identical to the type value "API" as seen in the screenshot below.






 


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