Taskfeed Board Visibility & Access [Admins]

Taskfeed Boards are Private by default in Salesforce. This is defined by the Organization-Wide Sharing Settings for Taskfeed Board.

This means that you won't see any Tasks or Boards where you are not the Owner or are not part of as a Team Member.

 It is possible to extend access to the Board in three ways:
  1. Adding Board Team Members (Read/Write)
  2. Manually Sharing the Board (Read-only or Read/Write)
  3. Defining Sharing Rules  (Read-only or Read/Write)
Note: You can only share Taskfeed Boards to users who have a Taskfeed licence assigned.

1. Adding Board Team Members

Board Team Members are people added to the Board through the Contributor   button on the Board itself. Contributors will be listed at the top of the Board so they can be dragged onto a Task to assign ownership.

2. Manually Sharing the Board (Salesforce Classic)

This feature is provided by Salesforce. Go to
 the Board record via the Taskfeed Board tab. The owner of the Board can manually share the Board to users in Salesforce or Public Groups defined by the Salesforce Admin. 

3. Defining Sharing Rules

Board sharing can be defined for an entire set of users in a Public Group via Taskfeed Board Sharing Rules
Sharing Rules are created by the Salesforce Admin and can be based on Ownership or Criteria, such as field values.

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