Associate a Task Template with a Board Type

With Taskfeed, you can include a set of Tasks automatically when a new Board is created. You might need various sets of tasks for different types of Boards, depending on the business process involved. Or perhaps you just need to create a blank Board.  

 
Define Processes Using Board Types

Taskfeed uses Board Types to let you identify the various types of processes that may require a different Board layout in Taskfeed.

Similar to Record Types in Salesforce, you can create different Board Types and then optionally associate each one with a template.

Taskfeed comes with two Board Types out-of-the-box: Project and Team, but you can rename these or create new ones to fit your business requirements.

When you associate a particular Task Template with a Board Type, that set of tasks will automatically load when a new Board of that type is created.

To Associate a Task Template with a Board Type:

  1. From the App Launcher, select the Taskfeed Templates tab.

  2. Change the List View to “All Task Templates.”

  3. Find an existing template* and click Edit. If you have Inline editing, hover over the template you want to edit and under the Board Type column, click on the pencil . You can also double-click on the cell to edit.

  4. Choose from an existing Board Type option, other than "--None--".

  5. Click Save.

*If you need to create a New Taskfeed Template, follow these instructions.

See Also: Create a Board Automatically Using Process Builder


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