All articles ← Knowledge Base Add a Board Team Member Add a Task Contributor Add Checklists to Task Templates Add or Remove a Board from a View Add Taskfeed Related Lists to an Account or Opportunity Add Taskfeed to my set of Tabs Adding a Custom Field to a Task Adding Fields to Taskfeed Field Sets Admins: Give Users Access to Taskfeed Advanced: Generating the External Sharing URL using Apex Archive a Taskfeed Board Associate a Task Template with a Board Type Automatic Role-Based Assignment Board & Task Security & Sharing Can't Download a Template from Taskfeed Templates? Change My Personal Notifications Configure External Sharing Configure Field-Level Visibility in External Sharing Configure Hours in a Day Configure or Override Taskfeed Notifications Configure Taskfeed Calendar Sync Configure Taskfeed for the Salesforce Mobile App Configure Working Days Create a Checklist Item Create a Lightning Action to Launch a Taskfeed Board Create a Subtask Create a Task Create a Taskfeed Board Automatically Create a Taskfeed Visualforce Page for Custom Objects Create a Taskfeed Visualforce Page for Standard Objects Create a Template from a Board Create and Manage List Templates Create and Manage Task Templates Create Custom Notifications 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 Dependencies in Task Templates Custom Mass Delete Board Button (Classic only) Customize Board Types 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 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 or Replace a Taskfeed 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 External Sharing: Overview For Admins: Assign a Taskfeed License to Users For Admins: Assign a Taskfeed Permission Set to Users For Admins: How to Install Taskfeed For Admins: System Requirements For Admins: Trial Setup Getting an Error when Uploading a Template? Getting Started with Taskfeed Grant Login Access to Taskfeed Support How do I know when a new version of Taskfeed is available? Import Tasks from a Spreadsheet Installing Taskfeed Inbox App for Cirrus Insight List Template Cheat Sheet Log Time Spent on a Task Manage Taskfeed Assigned Licenses Manage Taskfeed Subscription Mark Tasks as Internal Only New! Create a Template with Tasks & Subtasks New! The Task Template Import Wizard 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 Refresh Local Application Cache Relating Taskfeed to other Salesforce Objects Release Communications Restart Background Processes Restore the Default List Template Sample Templates Schedule Tasks Based on Other Dates in Salesforce Select a Task Template Manually Set a Baseline Share a Taskfeed Board Share a Taskfeed Board with External Users Sync Custom Business Hours to Taskfeed Sync Taskfeed to Your Calendar 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 Board Sharing Rules Taskfeed Categories Taskfeed Custom Labels Taskfeed License and Permission Set Types 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 Team Roles Taskfeed Templates: Overview Taskfeed Winter '17 - Release Notes Taskfeed Winter ‘18 - Release Notes Test Drive The Taskfeed Tab Toggle Subtasks On/Off Translation & Renaming Labels Troubleshooting Taskfeed Templates 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?