The Taskfeed Tab

Welcome to Taskfeed!

This article aims to get your familiar with some of the terminologies we use.

The Taskfeed tab

The Taskfeed tab in Salesforce is the main access to Taskfeed. Access this tab from the App Launcher (Lightning Experience) or from All Tabs (Classic). This article shows you to add Taskfeed to your set of tabs in Salesforce.

You can create Boards, Tasks and do much more from the Taskfeed tab.

A) Board
A Board represents a project. Boards have members who can see the Tasks. Boards can be created with different “Board Types” to allow for differences in process and workflow.

See next: Create Your First Board

B) Lists
Keeps Tasks organized in various stages of progress. They can be used to create a workflow or act as a repository of ideas. Cards can be moved across lists as tasks go from start to finish.

C) Tasks
Tasks are the work that needs to get done or something that needs to be remembered like a milestone. Task cards can hold a variety of information such as Dates, Checklists, Files, and Comments. Tasks can be assigned to more than one individual.

See also: Create a Task

Different Ways to View Your Work

There are different ways to work in Taskfeed. When you drill into a specific Board, you can select from 3 different views to see and work with the tasks on that Board.

1) Board View

The Board View displays the Tasks as cards in different swim lanes (Lists). It's a great view to drag and drop tasks from one list to another to mark their progress on the Board.

2) Plan View

The Plan view works like a Gantt chart and is designed to map out when different tasks will be started and when they will finish by clicking and dragging timelines.

The plan view shows dates from left to right along the top and tasks from top to bottom on the left.

Tasks without a start and end date won't appear in the Plan View, but still shown in Board View.

Redefine the Start and End Date

The Plan View lets you redefine a task's start and end date. You can drag and drop the block on the canvas that represents a task in the timeline. You can extend the duration by clicking at either end of the block and dragging to extend.

Continue to do this for each of the Tasks to plan out your project.

Dependencies between Tasks

The line that connects the dots on the canvas is the connections between a task and its predecessor task. These lines can be adjusted from the canvas as your project's plan changes.

4) Table View

This view allows you to look at all tasks from a list similar to a tabular report, where you can sort what you see in different ways - by Due Date, Owner, etc.
Click on a task from the list to view its Task Card.

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