All articles

← Knowledge Base

  1. 1. How to Install Taskfeed

  2. 2. Assign a Taskfeed License to Users

  3. 3. Assign a Taskfeed Permission Set to Users

  4. 4. Give Users Access to Taskfeed

  5. 4.1. Taskfeed License and Permission Set Types

  6. 4.2. Taskfeed Data Visibility & Access

  7. 4.3. Taskfeed Board Sharing Rules

  8. A Guide for Taskfeed Business Users

  9. Access to Taskfeed Sample Reports & Dashboard

  10. Add a Task Contributor

  11. Add Checklists to Task Templates

  12. Add Notes & Hyperlinks to Tasks

  13. Add or Remove a Board from a View

  14. Add or Remove a Board Team Member

  15. Add Subtasks from a Template

  16. Add Taskfeed Related Lists to an Account or Opportunity

  17. Add Taskfeed to my set of Tabs

  18. Adding Fields to Taskfeed Field Sets

  19. Advanced: Generating the External Sharing URL using Apex

  20. Archive a Taskfeed Board

  21. Associate a Task Template with a Board Type

  22. Automatic Role-Based Assignment

  23. Board & Task Assignment Considerations

  24. Can't Download a Template from Taskfeed Templates?

  25. Can't Install Taskfeed?

  26. Configure External Sharing

  27. Configure Field-Level Visibility in External Sharing

  28. Configure Org-Wide Taskfeed Notifications

  29. Configure Taskfeed Business Days

  30. Configure Taskfeed Calendar Sync

  31. Configure Taskfeed for the Salesforce Mobile App

  32. Create & Customize Board Types

  33. Create & Manage Task Categories

  34. Create a Checklist Item

  35. Create a Lightning Action to Launch a Taskfeed Board

  36. Create a Subtask

  37. Create a Taskfeed Board Automatically

  38. Create a Taskfeed Visualforce Page for Custom Objects

  39. Create a Taskfeed Visualforce Page for Standard Objects

  40. Create and Manage List Templates

  41. Create and Manage Task Templates

  42. Create Custom Notifications

  43. Create or Edit a Task

  44. Create Taskfeed Tasks from Cases

  45. Create Tasks from Gmail with Cirrus Insight (Non-Inbox App)

  46. Create Your First Board

  47. Create, Edit or Delete a List

  48. Creating Custom Fields in Taskfeed

  49. Creating Dependencies in Task Templates

  50. Creating Taskfeed-Related Reports

  51. Custom Mass Delete Board Button (Classic only)

  52. Customize Taskfeed Lists

  53. Customize which fields show when editing a Task

  54. Data Migration

  55. Delete a Checklist Item

  56. Delete a Taskfeed Board

  57. Delete a Taskfeed Template

  58. Delete or Archive a Task

  59. Discovered a Security Issue or want to report a concern?

  60. Do I have to upgrade Taskfeed?

  61. Does Taskfeed Work on My Phone?

  62. Does Taskfeed work with Salesforce Group or Professional Edition?

  63. Edit My Personal Notifications

  64. Edit or Replace a Taskfeed Template

  65. Embed Taskfeed within an Account or Opportunity Page in Lightning

  66. Embed the Taskfeed Opportunity or Account Visualforce Page in Classic

  67. Enforce Completion of Checklist Items

  68. EU GDPR Compliance

  69. External Sharing: Overview

  70. Getting an Error when Uploading a Template?

  71. Getting Started with Taskfeed

  72. Grant Login Access to Taskfeed Support

  73. Grant Login Access to Taskfeed Support

  74. How do I know when a new version of Taskfeed is available?

  75. How to open the developer console

  76. Import Tasks with the Task Import Wizard

  77. Installing Taskfeed Inbox App for Cirrus Insight

  78. List Template Cheat Sheet

  79. Log Time Spent on a Task

  80. Manage Taskfeed Assigned Licenses

  81. Manage Taskfeed Subscription

  82. Mark Tasks as Internal Only

  83. New! Create a Template with Tasks & Subtasks

  84. New! Repeat Tasks

  85. NEW! Task Groups: Different Ways to Group Tasks on the Board

  86. New: Add Repeat Task Fields to Taskfeed Task Layout

  87. No tasks are being displayed in External Sharing

  88. Not receiving Daily Summary Emails?

  89. Not receiving Email Notifications?

  90. Opportunity Team Sync for Taskfeed

  91. Opt-Out of Automatic Updates

  92. Overview

  93. Overview

  94. Refresh Local Application Cache

  95. Relating Taskfeed to other Records in Salesforce

  96. Release Communications

  97. Restart Background Processes

  98. Restore the Default List Template

  99. Sample Templates

  100. Schedule Tasks Based on Other Dates in Salesforce

  101. Select a Task Template Manually

  102. Set a Baseline

  103. Set Up Team Roles

  104. Setup Guide for Salesforce Admins

  105. Share a Taskfeed Board

  106. Share a Taskfeed Board with External Users

  107. Summer '18 Patch Updates

  108. Supported Browsers

  109. Switch Inbox

  110. Sync Taskfeed to Your Calendar

  111. System Requirements

  112. Task Inbox not automatically moving tasks to Today section?

  113. Task Template Cheat Sheet

  114. Task Template Limits

  115. Taskfeed 1.20 - 1.49 - Release Notes

  116. Taskfeed 1.50 - Release Notes

  117. Taskfeed 1.51 - Release Notes

  118. Taskfeed 1.55 - Release Notes

  119. Taskfeed 1.77 - Release Notes

  120. Taskfeed 2 - Release Notes

  121. Taskfeed 3 - Release Notes

  122. Taskfeed 4 - Release Notes

  123. Taskfeed 5 - Release Notes

  124. Taskfeed 6 - Release Notes

  125. Taskfeed 7 - Release Notes

  126. Taskfeed 8 - Release Notes

  127. Taskfeed 9 - Release Notes

  128. Taskfeed 9 - Upgrade Steps

  129. Taskfeed and Salesforce Events & Calendar

  130. Taskfeed Categories

  131. Taskfeed Custom Labels

  132. Taskfeed Office Hours ☕

  133. Taskfeed Security, Privacy and Architecture Overview

  134. Taskfeed Spring '17 - Release Notes

  135. Taskfeed Summer '18 Release Notes

  136. Taskfeed Tab: The Board View

  137. Taskfeed Tab: The Plan view

  138. Taskfeed Template Best Practices

  139. Taskfeed Templates: Overview

  140. Taskfeed Winter '17 - Release Notes

  141. Taskfeed Winter ‘18 - Release Notes

  142. Test Drive

  143. The Task Inbox

  144. The Taskfeed Tab

  145. Toggle Subtasks On/Off

  146. Translation & Renaming Labels

  147. Trial Setup Guide

  148. Troubleshooting Taskfeed Templates

  149. Unarchive a Task from a Taskfeed Board

  150. Understanding the Task Icons

  151. Uninstall Taskfeed

  152. Update Billing Information

  153. Upgrade Taskfeed Automatically

  154. Upgrade Taskfeed Manually

  155. What is the difference between Removing, Archiving and Deleting a Board?

  156. Where can I find my Salesforce Organization (Org) ID?

  157. Why are all of my Tasks greyed out?

Feedback and Knowledge Base

(thinking…)