Create & Customize Board Types

Create, Rename or Delete Board Types

Taskfeed comes with two Board types out-of-box: Project and Team. A Board Type helps to identify and report on the kind of business process associated with each Board.

The standard Board Types that come with Taskfeed can be renamed to best represent the types of work your team will be managing in Taskfeed. For example: if you want to manage tasks around Events you can rename Project to Event

It is also possible to create additional Board Types, such as Customer Onboarding.

Salesforce Permissions Required To Create, Edit or Delete Board Types: Permission to access the Setup menu and Customize Application

Rename or Delete a Board Type
The name you choose to label a Board Type should be easy to identify that business process. This name helps users identify the type of process involved when manually creating a new Board. It also acts as a helpful label when you define Sharing Rules and process automation based on Board Types.

⚠️ Board Type field values  are present in TWO separate Taskfeed Objects: Taskfeed Board and Taskfeed Templates. In Taskfeed Templates, Board Type controls which List Template and optionally, Task Template will be associated with a particular Board every time a new Board of that Type is created.

To rename a Board Type, you will need to edit field values in both Taskfeed Board and Taskfeed Template objects.

Start by going to the Taskfeed Board object:

  1. Setup > Create > Objects then select Taskfeed Board 
  2. Find Custom Fields and Relationships. Click on the field called Type.
  3. Scroll to the Values section
  4. Click Edit next to the value you wish to rename
  5. Enter a new value and click Save 
  6. To delete a value, click Delete instead of Edit in step 4.

Now rename this Board Type in the Taskfeed Template object:

  1. Still in Setup > Create > Objects, select Taskfeed Template
  2. Find Custom Fields and Relationships. Click on the field called  Board Type
  3. Scroll to the Values section
  4. Select Edit next to the same label you renamed earlier
  5. Enter the new name and then select Save
  6. To delete a value, click Delete instead of Edit in step 4.

Create a New Board Type


Besides renaming an existing Board Type, you may also want to create additional types that are relevant to your business needs.

Create a new Board Type when you want to define a new process for Taskfeed. 

⚠️The new Board Type value must be entered in both Taskfeed Board and Taskfeed Template objects.
 Start by going to the Taskfeed Board object:
  1. Navigate to Setup > Create > Objects then select Taskfeed Board
  2. Find Custom Fields and Relationships. Select the field called Type
  3. Scroll to the Values section
  4. Click the New button
  5. Enter the name of your new process (e.g. Event, Campaign, Customer Onboarding, Implementation). When adding more than one value, type each on its own line.
  6. Click Save.

The next step is to create a corresponding value on the Taskfeed Template object.

  1. Remain in Setup > Create > Objects then select Taskfeed Template
  2. Find Custom Fields & Relationships. Select the field called Board Type
  3. Scroll to the Values section
  4. Click the New button
  5. Enter the same values you created before for the "Type" field in Taskfeed Board.
  6. Click Save.




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