Create & Customize Board Types
Create, Rename or Delete Board Types
Taskfeed comes with one Board type out-of-box: Team. A Board Type helps to identify and report on the kind of business process associated with each Board. Criteria that can be associated with any Board Type is as follows:
Name
Templates (List/Task)
Board Process (Board Process/RecordType Name)
Board Owner (Owner Rule/Board Queue
Field Sets (Board/Task Field Set)
The standard Board Type that comes with Taskfeed can be renamed to best represent the type of work your team will be managing in Taskfeed. For example: if you want to manage tasks around Events you can rename Team to Event.
It is also possible to create additional Board Types, for example, Customer Onboarding.
Salesforce Permissions Required:
To Create, Edit or Delete Board Types: Permission to access the Setup menu and Customize Application.
⚠️ Before creating a new “Board Type” first make sure the value exists within the Taskfeed Board object. For example “Customer Onboarding”
Create Rename or Delete a Board Type Value
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.
To create, rename or delete a Board Type follow steps as follows:
Navigate to Setup | Object Manager | Objects then select Taskfeed Board
Select Custom Fields and Relationships | Click on the field called Type.
Scroll to the Values section
Click New to create a new Board Type
Click Edit to rename an existing Board Type
Last to delete a value, click Delete instead of Edit.
Save
Setting Up a New Board Type Record
Select Taskfeed Board Type tab on the navigation bar or through Salesforce App Launcher.
To view or update any preexisting Board Types select “All” list view
To create a new type click New
Each Board Type can have its own process, default templates, Board color, Owner Role, etc: Fill in all applicable options for each board type
Select Taskfeed Board Type tab on the navigation bar or through Salesforce App Launcher.
To view or update any preexisting Board Types select “All” list view
To create a new type click New
Each Board Type can have its own process, default templates, Board color, Owner Role, etc: Fill in all applicable options for each board type
