Customize Board Types

Create, Rename or Delete Board Types

Taskfeed comes with two Board types out-of-box: Project and Team. They are similar to Record Types in Salesforce and help identify the kind of business process related to a Board. 

Board Types 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.

Note: Customizing Board Types requires access to the Setup menu and the ability to Configure Salesforce

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 is a field that affects both Taskfeed Board and Taskfeed Template objects (In Taskfeed Templates, Board Types control which List and Task Templates to apply to new Boards).

To rename a Board Type, start by going to:

  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. 

  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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