Prepare a Task Template

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.

Next Step: Upload the Source File to Taskfeed Templates 

Learn More: Taskfeed Template Best Practices

Feedback and Knowledge Base