All articles ← Knowledge Base 1. How to Install Taskfeed 2. Assign a Taskfeed License to Users 3. Assign a Taskfeed Permission Set to Users 4. Give Users Access to Taskfeed 4.1. Taskfeed License and Permission Set Types 4.2. Taskfeed Data Visibility & Access 4.3. Taskfeed Board Sharing Rules 5. Configure Taskfeed: Scheduling Preferences 5.1.Scheduling Settings: Use Custom Business Hours 6. Configure Org-Wide Taskfeed Notifications 7. Set Up Team Roles A Guide for Taskfeed Business Users Access to Taskfeed Sample Reports & Dashboard Add a Task Contributor Add Checklists to Task Templates Add Notes & Hyperlinks to Tasks Add or Remove a Board from a View Add or Remove a Board Team Member Add Subtasks from a Template Add Taskfeed Related Lists to an Account or Opportunity Add Taskfeed to my set of Tabs Adding Fields to Taskfeed Field Sets Admins: Customize the Fields that Display in the Email Notifications Advanced: Generating the External Sharing URL using Apex Archive a Taskfeed Board Assign People to Tasks Automatically Assign/Reassign Team Members from a User Lookup Associate a Task Template with a Board Type Board Stages: Overview & FAQ Can't Download a Template from Taskfeed Templates? Can't Install Taskfeed? Configure External Sharing Configure Taskfeed Calendar Sync Configure Taskfeed for the Salesforce Mobile App Configuring Field-Level Visibility in External Sharing Create & Customize Board Types Create & Manage Task Categories Create a Checklist Item Create a Lightning Action to Launch a Taskfeed Board Create a Subtask Create a Task Template Create a Taskfeed Board Automatically Create a Taskfeed Visualforce Page for Custom Objects Create a Taskfeed Visualforce Page for Standard Objects Create a Template with Subtasks Create Custom Notifications Create or Edit a Board Create or Edit a Task Create Taskfeed Tasks from Cases Create Tasks from Gmail with Cirrus Insight (Non-Inbox App) Create Your First Board Create, Edit or Delete a List Creating Custom Fields in Taskfeed Creating Dependencies in Task Templates Custom Mass Delete Board Button (Classic only) Customize Lists using a Template Customize Taskfeed Lists Customize which fields show when editing a Task Delete a Checklist Item Delete a Taskfeed Board Delete a Taskfeed Template Delete or Archive a Task Deployment in Production Environments Discovered a Security Issue or want to report a concern? Do I have to upgrade Taskfeed? Does Taskfeed Work on My Phone? Does Taskfeed work with Salesforce Group or Professional Edition? Edit My Personal Notifications Edit or Replace a Template Embed Taskfeed within an Account or Opportunity Page in Lightning Embed the Taskfeed Opportunity or Account Visualforce Page in Classic Enforce Completion of Checklist Items EU GDPR Compliance Getting an Error when Uploading a Template? Getting Started with Taskfeed Grant Login Access to Taskfeed Support Grant Login Access to Taskfeed Support How do I know when a new version of Taskfeed is available? How to Create Taskfeed-Related Reports How to open the developer console Import Tasks with the Task Import Wizard Installing Taskfeed Inbox App for Cirrus Insight List Template Cheat Sheet Log Time Spent on a Task Manage My Notifications Manage Taskfeed Assigned Licenses Manage Taskfeed Subscription Mark Tasks as Internal Only Mass Insert Data into Taskfeed New! Repeat Tasks NEW! Task Groups: Different Ways to Group Tasks on the Board New: Add Repeat Task Fields to Taskfeed Task Layout No tasks are being displayed in External Sharing Not receiving Daily Summary Emails? Not receiving Email Notifications? Opportunity Team Sync for Taskfeed Opt-Out of Automatic Updates Overview Overview Prepare for Data Migration Refresh Local Application Cache Relating Taskfeed to other Records in Salesforce Release Communications Restart Background Processes Restore the Default List Template Sample Templates Schedule Tasks Based on Other Dates in Salesforce Scheduling and Rescheduling a Board and Tasks Select a Task Template Manually Set a Baseline Setup Guide for Salesforce Admins Share a Taskfeed Board Share the Plan with Customers Summer '18 Patch Updates Supported Browsers Switch Inbox Sync Taskfeed to Your Calendar System Requirements Task Assignment Automation: Considerations Task Inbox not automatically moving tasks to Today section? Task Template Cheat Sheet Task Template Limits Taskfeed 1.20 - 1.49 - Release Notes Taskfeed 1.50 - Release Notes Taskfeed 1.51 - Release Notes Taskfeed 1.55 - Release Notes Taskfeed 1.77 - Release Notes Taskfeed 2 - Release Notes Taskfeed 3 - Release Notes Taskfeed 4 - Release Notes Taskfeed 5 - Release Notes Taskfeed 6 - Release Notes Taskfeed 7 - Release Notes Taskfeed 8 - Release Notes Taskfeed 9 - Release Notes Taskfeed 9 - Upgrade Steps Taskfeed and Salesforce Events & Calendar Taskfeed Categories Taskfeed Custom Labels Taskfeed External Sharing: Overview Taskfeed Office Hours & Workshops Taskfeed Personal Settings Taskfeed Security, Privacy and Architecture Overview Taskfeed Spring '17 - Release Notes Taskfeed Summer '18 Release Notes Taskfeed Tab: The Board View Taskfeed Tab: The Plan view Taskfeed Template Best Practices Taskfeed Templates: Overview Taskfeed Winter '17 - Release Notes Taskfeed Winter ‘18 - Release Notes Test Drive The Task Inbox The Taskfeed Tab Toggle Subtasks On/Off Translation & Renaming Labels Trial Setup Guide for Admins Troubleshooting Taskfeed Templates Tutorial: Report on Total Time Spent per Board or Board Type Unarchive a Task from a Taskfeed Board Understanding the Task Icons Uninstall Taskfeed Update Billing Information Upgrade Taskfeed Automatically Upgrade Taskfeed Manually What is the difference between Removing, Archiving and Deleting a Board? Where can I find my Salesforce Organization (Org) ID? Why are all of my Tasks greyed out?