Delete a Taskfeed Board

← Taskfeed Basics

How to Delete a Board


Taskfeed Boards can be archived if they are no longer in use or deleted if they were created by mistake or for testing purposes. 
If you want to report on historical data associated with a board that is no longer in use, archive it instead of deleting it.
The Board Owner can delete a Board from its Salesforce record page, from a List View in the Taskfeed Boards tab, or from the Related List section of a Board related record.


⚠️Once a Board is deleted, all related Tasks are also deleted ⚠️
Note: A Board cannot be deleted directly from the Taskfeed tab. Only the Board Owner can delete a Taskfeed Board.

To Delete a Board:

From the Board Salesforce Record page:

1. Find and open the Board record in Salesforce (outside of the Taskfeed tab).


2. Click Delete - the option may be within the dropdown actions on the page.

⚠️If Delete does not appear then you do not have the necessary permissions to delete the record. Contact your Salesforce Administrator for more information.

From the Taskfeed Boards tab:

1. Find the Board in the Taskfeed Boards tab (a Board cannot be deleted directly from the Taskfeed tab).

If you don't see the Board in the Recently Viewed List View, you can either select a different List View or use the Global Search to find the Board.

2. Click Delete from the list view actions next to the Board you wish to delete.

From a Related List (in a related record such as Account or Opportunity):


1. Find the Board in the related record’s Related section.

2. Click Delete from the Related List Actions.

















Taskfeed Basics

  1. The Taskfeed Tab
  2. Precursive Summer 20 (v.16) - Plan View
  3. Taskfeed Board Process
  4. Taskfeed / Precursive Board Type
  5. Create or Edit a Board
  6. Adding a List to a Board
  7. List Types
  8. Board Stages: Overview & FAQ
  9. Using the Board Stage Path
  10. Taskfeed Board Status Overview
  11. Taskfeed Tab: The Plan view
  12. Create Your First Board
  13. Add or Remove a Board Team Member
  14. Scheduling and Rescheduling a Board and Tasks
  15. Precursive Summer 20 (v.16) - Task Scheduling Lock Date
  16. Set a Baseline
  17. Create, Edit or Delete a List
  18. Task Groups: Different Ways to Group Tasks on the Board
  19. Share a Taskfeed Board
  20. Archive a Taskfeed Board
  21. Delete a Taskfeed Board
  22. Sharing Updates & Collaborating

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