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.
The following video will walk you through the first steps to get started managing tasks from the Taskfeed Tab.
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
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.
Tasks are the work that needs to get done or something that needs to be remembered like a milestone. Tasks can hold a variety of information such as Dates, Checklists, Files, and Comments. Tasks can be assigned to more than one person.
See also: Create a Task
Different Ways to View Your Work
There are 4 different ways to view your Taskfeed boards and tasks from the Taskfeed tab:
1) Board View
The Board View gives you an overview of all the work and is great for assigning and adjusting tasks.
2) Due Date View
Tasks in this view are grouped by the due date to help you keep on top of deadlines.
Scroll over a task to view basic information, such as checklist items completed.
Click on a task to open its Task Card and view more details.
3) 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.
As you hover over the planning canvas, you will notice the corresponding coordinates for the Task its duration.
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 are 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 differents ways - by Due Date, Owner etc.
Click on a task from the list to view its Task Card.