All articles

← Knowledge Base

  1. 'Parsing' Error when Uploading a Template?

  2. 'Unauthorized Endpoint' Error Message when loading Taskfeed?

  3. 1. Install Taskfeed

  4. 1. Overview

  5. 2. Create a Taskfeed Board Automatically

  6. 2. Taskfeed License and Permission Set Types

  7. 2.1. Assign a Taskfeed License to Users

  8. 2.2. Assign a Taskfeed Permission Set to Users

  9. 3. Assigning Team Members Automatically: Considerations

  10. 3. Taskfeed Visibility & Access

  11. 3.1. New! Team Member Mapping Custom Metadata Type

  12. 3.1. Taskfeed Board Sharing Rules

  13. 3.2. Opportunity Team Sync for Taskfeed

  14. 3.3. Add Team Members to the Board Automatically

  15. 3.4. Assign/Reassign Tasks Using Process Builder

  16. 4. Org-Wide Application Settings: Scheduling

  17. 4.1.Scheduling Settings: Use Custom Business Hours

  18. 4.2 Scheduling Settings: Recalculating Task End Dates

  19. 5. Manage Org-Wide Taskfeed Notifications

  20. 6. Add Taskfeed Related Lists to an Account or Opportunity

  21. 6.1. Embed Taskfeed within an Account or Opportunity Page in Lightning

  22. 6.2. Embed the Taskfeed Opportunity or Account Visualforce Page in Classic

  23. 7. Set Up Team Roles

  24. 7.1. Map Team Roles to User Lookups

  25. 8. Set Up Board Stages

  26. Access to Taskfeed Sample Reports & Dashboard

  27. Add a Task Contributor

  28. Add Checklists to Task Templates

  29. Add Notes & Hyperlinks to Tasks

  30. Add or Remove a Board from a View

  31. Add or Remove a Board Team Member

  32. Add Subtasks from a Template

  33. Add Taskfeed to my set of Tabs

  34. Adding a List to a Board

  35. Adding Fields to Taskfeed Field Sets

  36. Admins: Customize the Fields that Display in the Email Notifications

  37. Advanced: Generating the External Sharing URL using Apex

  38. Archive a Taskfeed Board

  39. Associate a Task Template with a Board Type

  40. Board Stages: Overview & FAQ

  41. Calendar Sync

  42. Can Boards be Created Automatically?

  43. Can we have more than one Board per Account?

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

  45. Can't Install Taskfeed?

  46. Cannot Uninstall Taskfeed

  47. Configure External Sharing

  48. Configure Taskfeed for the Salesforce Mobile App

  49. Configuring Field-Level Visibility in External Sharing

  50. Create & Customize Board Types

  51. Create & Manage Task Categories

  52. Create a Checklist Item

  53. Create a Lightning Action to Launch a Taskfeed Board

  54. Create a Subtask

  55. Create a Taskfeed Visualforce Page for Custom Objects

  56. Create a Taskfeed Visualforce Page for Standard Objects

  57. Create a Template with Subtasks

  58. Create Custom Notifications

  59. Create or Edit a Board

  60. Create or Edit a Task

  61. Create Your First Board

  62. Create, Edit or Delete a List

  63. Creating Custom Fields in Taskfeed

  64. Creating Dependencies in Task Templates

  65. Custom Mass Delete Board Button (Classic only)

  66. Customize Lists Using List Templates

  67. Customize Taskfeed Lists

  68. Customize the Board Header

  69. Customize which fields show when editing a Task

  70. Delete a Checklist Item

  71. Delete a Taskfeed Board

  72. Delete a Taskfeed Template

  73. Delete or Archive a Task

  74. Deployment in Production Environments

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

  76. Do I have to upgrade Taskfeed?

  77. Does Taskfeed Work on My Phone?

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

  79. Edit My Personal Notifications

  80. Edit or Replace a Template

  81. Enforce Completion of Checklist Items

  82. Error when Updating Template: Insufficient Access...

  83. Error: 'Type: Required fields are missing: [type]'

  84. EU GDPR Compliance

  85. Existing Customers: Upgrading to Summer '19

  86. Grant Login Access to Taskfeed Support

  87. Grant Login Access to Taskfeed Support

  88. How Can I Create a New Template?

  89. How can I reach out for help?

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

  91. How to Create Taskfeed-Related Reports

  92. How to open the developer console

  93. Import Tasks with the Task Import Wizard

  94. Improvements to Personal Data Security: Personal Data Sandboxing

  95. Integrate Taskfeed with Cases

  96. List Template Cheat Sheet

  97. List Types

  98. Log Time Spent on a Task

  99. Manage My Notifications

  100. Manage Taskfeed Assigned Licenses

  101. Manage Taskfeed Subscription

  102. Mark Tasks as Internal Only

  103. Mass Insert Data into Taskfeed

  104. Modify Background Polling Duration

  105. New to Taskfeed?

  106. New! Repeat Tasks

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

  108. No tasks are being displayed in External Sharing

  109. Not receiving Daily Summary Emails?

  110. Not receiving Email Notifications?

  111. Opt-Out of Automatic Updates

  112. Organize Your Taskfeed Templates with List Views

  113. Overview

  114. Prepare a Task Template

  115. Prepare for Data Migration

  116. Refresh Local Application Cache

  117. Relate Taskfeed to other Records in Salesforce

  118. Relating Emails to Taskfeed

  119. Release Communications

  120. Restart Background Processes

  121. Restore the Default List Template

  122. Salesforce Edition Requirements

  123. Sample Templates

  124. Schedule Tasks Based on Other Dates in Salesforce

  125. Scheduling and Rescheduling a Board and Tasks

  126. Select a Task Template Manually

  127. Set a Baseline

  128. Setup Guide for Salesforce Admins

  129. Share a Board with External Sharing

  130. Share a Taskfeed Board

  131. Sharing Updates & Collaborating

  132. Starter Guide for Standard Users

  133. Summer '18 Patch Updates

  134. Supported Browsers

  135. Sync Taskfeed to Your Calendar

  136. System Requirements

  137. Task Dependencies

  138. Task Groups: Different Ways to Group Tasks on the Board

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

  140. Task Template Cheat Sheet

  141. Task Template Limits

  142. Taskfeed & Communities Overview

  143. Taskfeed & Salesforce Lightning Calendar

  144. Taskfeed 1.20 - 1.49 - Release Notes

  145. Taskfeed 1.50 - Release Notes

  146. Taskfeed 1.51 - Release Notes

  147. Taskfeed 1.55 - Release Notes

  148. Taskfeed 1.77 - Release Notes

  149. Taskfeed 2 - Release Notes

  150. Taskfeed 3 - Release Notes

  151. Taskfeed 4 - Release Notes

  152. Taskfeed 5 - Release Notes

  153. Taskfeed 6 - Release Notes

  154. Taskfeed 7 - Release Notes

  155. Taskfeed 8 - Release Notes

  156. Taskfeed 9 - Release Notes

  157. Taskfeed 9 - Upgrade Steps

  158. Taskfeed and Salesforce Events & Calendar

  159. Taskfeed Categories

  160. Taskfeed Community Setup Guide

  161. Taskfeed Custom Labels

  162. Taskfeed External Sharing: Overview

  163. Taskfeed Personal Settings

  164. Taskfeed Security, Privacy and Architecture Overview

  165. Taskfeed Spring '17 - Release Notes

  166. Taskfeed Summer '18 Release Notes

  167. Taskfeed Summer '19 Release Notes

  168. Taskfeed Tab: The Board View

  169. Taskfeed Tab: The Plan view

  170. Taskfeed Template Best Practices

  171. Taskfeed Templates: Overview

  172. Taskfeed Winter '17 - Release Notes

  173. Taskfeed Winter ‘18 - Release Notes

  174. Test Drive

  175. The Taskfeed Tab

  176. Toggle Subtasks On/Off

  177. Tracking Salesforce Activities in Taskfeed

  178. Translation & Renaming Labels

  179. Trial Setup Guide for Admins

  180. Troubleshooting Taskfeed Templates

  181. Tutorial: Report on Email Activities within Taskfeed Boards

  182. Tutorial: Report on Total Time Spent per Board or Board Type

  183. Tutorial: Reporting on Time with Custom Report Types

  184. Unarchive a Task from a Taskfeed Board

  185. Understanding the Task Icons

  186. Uninstall Taskfeed

  187. Update Billing Information

  188. Upgrade Taskfeed Automatically

  189. Upgrade Taskfeed Manually

  190. Upgrading to Summer '19

  191. Upload a Template

  192. Using the Board Stage Path

  193. Using the Taskfeed Tasks tab

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

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

  196. Why are all of my Tasks greyed out?

  197. Working with the Tasks Menu

  198. Workshops & Live Training

Feedback and Knowledge Base

(thinking…)