Taskfeed Custom Labels


Taskfeed Custom Labels allow you to customise the look of a Taskfeed Task Card by adding your own label.  This label could reference a standard or custom field on your Task or even a standard or custom field on a related record.


Not only does the Custom Label present the label on the Card but you can also use this to filter Tasks on your Boards.



Looking at the Task Card above the blue label is the Custom Label. This shows us that the Task is associated with the Burlington Textiles Account. This label allows you to hover your mouse over this label to see more details about this Account. The filter can also be used to filter the Board to focus on Tasks related to this Account.


Custom Label Popover showing additional information about the related record.

Custom Labels can be used as filters so find only the Tasks linked the the specific Account for example.



Configuring your Custom Label

Prerequisites: Basic understanding of configuring Salesforce including creating custom relationship fields.


First step is to create your lookup field to your object. In this example we are linking a Taskfeed Task to an Account. We have created a Lookup field between the Taskfeed Task and the Account called ‘Account’ with the API Name ‘Account__c’.


The screenshot below shows the configuration of an Account Custom Label. Following the screenshot is an explanation of each field.



The first section, ‘Information’, describes the characteristics for how the label will appear on the task card. ‘Label Reference’ defines the value of the Label, in our case its an Account and we want to show the Name of the Account on the Task. Finally ‘Style’ determines the look of the Label with options to define Font color, background colour and an icon.


Information

The first section, ‘Information’, describes the characteristics for how the label will appear on the task card.


Field

Description

Name

Name describes the Custom Label and will be displayed in the Filter search box on your Board.

Display on Task Card

Checkbox to determine if the Label will be displayed on the Card. This can be used to create a Custom Label solely for the purpose of Filtering. E.g. We may create an Account Label for presentation and an Account Type Label for filtering.

Enable Link on Task Card

Checkbox to determine if the Label will be represented as a hyperlink to the record.

Enable Popover

Checkbox to determine if when the user hovers over the label they will see additional details about the record. These additional details can be configured within the page layout of the record. https://help.salesforce.com/HTViewSolution?id=000005180&language=en_US

Owner

Represents the record owner of the Custom Label. This has no impact on behaviour

Order

Order determines the order the Custom Label will appear on the Task Card and also the Order the Custom Label will appear in the Filter Box.



Label Reference

‘Label Reference’ defines the value of the Label, in our case its an Account and we want to show the Name of the Account on the Task.


Field

Description

Object

Determines the API Name of the Object we want to present a label for. In our example this is Account.


If we wanted to display a Label for a custom field on the Task itself the value would be taskfeed1__Task__c

Relationship

Determines which field on the Task references the Object. In our example this is the look fields with API Name ‘Account__c’. This must be the relationship name which would be ‘Accout__r’.


If we wanted to display a Label for a custom field on the Task itself the value would be empty.

Field

Determines which field from our Object we want to display as the Label and be used as the Filter. In our example we want to show the Account Name which is the ‘Name’ field. Alternatively you may want to show a Short Name is so you would use Short_Name__c.



Style

Style determines the look of the Label with options to define Font color, background colour and an icon.



Field

Description

Label font color

The web color that should be used to on the Task Card Label.


Definition of Web Colors: http://en.wikipedia.org/wiki/Web_colors


Helpful Color Picker:

http://www.w3schools.com/tags/ref_colorpicker.asp


Label Background color

The web color that should be used to on the Task Card Label as the Background Color.


When referencing Objects I recommend matching the Background colour to be the Tab color.



Label icon

Determines the Icon to be displayed on the label. The icon may be one of the 'glyphicons' from the following web page: http://getbootstrap.com/components/


Omit the 'glyphicon glyphicon-' part of the name and only provide the end. e.g. 'glass'.


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