Create and Manage Task Templates

Taskfeed Task Templates save time by creating commonly used sets of tasks and storing them for future uses. They are perfect for repetitive processes and for ensuring best practices.

By default, only users with the Taskfeed Admin Permission Set can create, edit or delete a template.

Use a task template to predefine a set of tasks and its many dependencies.

Different task templates can be added manually to a Board, or automatically through Process Builder and associated with a Board Type. It all depends on your business requirements.


Define Tasks in a Spreadsheet

Task Templates are first designed outside of Salesforce using a spreadsheet and saved as a comma separated value “.CSV” file.

Preparing your template in this way is particularly useful when your project contains a significant number of tasks with complex dependencies, or if you have exported the task definitions from a project management tool such as Microsoft® Project, Basecamp or Jira.

Templates are uploaded and managed in Salesforce under the Taskfeed Templates tab. 

  • All users who have full access to Taskfeed will be able to use the same templates.

Stored templates can be downloaded from Taskfeed Templates in CSV format, and can be edited, made Inactive, replaced or deleted

Create the Source File for the Template

  1. Open your preferred spreadsheet application (e.g. Microsoft® Excel, or Google Sheets), outside of Salesforce.

Each column header will correspond to a field related to a task. The rows will contain the values and settings for each of these areas.

Row 1 is where you will place the Field Names:

 *Note: When creating a template, do not use commas (,) anywhere in the spreadsheet, since CSV type files read commas as commands to separate the values between rows and columns. Using commas in your source file will result in an error when uploading to Taskfeed.

Which fields should I use?

There are several types of fields you can include in a Task Template. Some are familiar to every use case; others offer additional functionality and dependencies. Refer to our Task Template Cheat Sheet for a list of available fields and what they mean.
2. After you create the template, Save it on your computer as a “.CSV” file.

3. Back in Salesforce, go to the App Launcher icon (Lighting Experience) or the Tabs bar in Classic, find the Taskfeed Templates tab. Click to select it.

4. Click New to create a new Template.


5. Provide a descriptive name for the Template. Make it distinguishable for your users if you plan on uploading several task templates. You may also include more information in the Description box. 6.  Select Task for the Template Format.

7. For Board Type, you can either leave as None for now or select from one of the
available types (Team, Project, etc). You can later edit these preferences, but when you choose None, the template won’t be applied automatically to a board type.
Selecting a Board Type in this step will automatically include the Task Template on every new Board created of that type.
  • When you select None for this step, a new board won’t automatically load with this template, but you can still import one manually.
Task Templates can be layered on the same Board, so if you want to add a set of tasks from a template on top of an existing Board, select None for the Type option.

8.  Click Save.

Upload the CSV File

1. In the new screen, click Choose File on the left to select a source file in your computer.

2. Next, click Upload and Validate Template File.

A preview of your task template will display on the page. Check for any errors. 

3. To make the template available for use, click the Edit button on the middle of the
screen, then check the Active checkbox.

4. Click Save.

The Task Template is now ready for use.

 

Learn More: Taskfeed Template Best Practices






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