All articles

← Knowledge Base

  1. "Taskfeed App" Lightning Component view not loading when embedded in Lightning Page

  2. 'Parsing' Error when Uploading a Template?

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

  4. 1. Install Precursive

  5. 1. Overview

  6. 10. Delete or Archive a Task

  7. 10.1 How to Auto-Archive Task Process

  8. 2. Create a Taskfeed Board Automatically

  9. 2. Taskfeed License and Permission Set Types

  10. 2.1. Assign a Taskfeed License to Users

  11. 2.2. Assign a Taskfeed Permission Set to Users

  12. 2.3. License Allocation

  13. 3. Assigning Team Members Automatically: Considerations

  14. 3. Taskfeed Visibility & Access

  15. 3.1. New! Team Member Mapping Custom Metadata Type

  16. 3.1. Taskfeed Board Sharing Rules

  17. 3.2. Opportunity Team Sync for Taskfeed

  18. 3.3.Account Team Sync for Taskfeed

  19. 3.4. Add Team Members to the Board Automatically

  20. 3.5. Assign/Reassign Tasks Using Process Builder

  21. 3.6. Auto Archive Tasks when a Board is Archived

  22. 4. Org-Wide Application Settings: Scheduling

  23. 4.1.Scheduling Settings: Use Custom Business Hours

  24. 4.2 Scheduling Settings: Recalculating Task End Dates

  25. 5. Manage Org-Wide Taskfeed Notifications

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

  27. 6.1. Embed Precursive OBX within a Custom or Standard Object Page using new Lightning Component

  28. 6.2. Embed the Taskfeed Opportunity or Account Visualforce Page in Classic

  29. 8. Set Up Team Roles

  30. 8.1. Map Team Roles to User Lookups

  31. 9. Set Up Board Stages

  32. Access to Taskfeed Sample Reports & Dashboard

  33. Add a Task Contributor

  34. Add Checklists to Task Templates

  35. Add Notes & Hyperlinks to Tasks

  36. Add or Remove a Board Team Member

  37. Add Subtasks from a Template

  38. Add Taskfeed to my set of Tabs

  39. Adding a List to a Board

  40. Adding Fields to Precursive Field Sets

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

  42. Advanced: Generating the External Sharing URL using Apex

  43. Alert! Security Updates for Public Sites and Required Changes to External Sharing

  44. Archive a Taskfeed Board

  45. Assign Board Team Members to Related Boards

  46. Associate a Task Template with a Board Type

  47. Board Hierarchy Setup

  48. Board Hierarchy: Overview

  49. Board Stages: Overview & FAQ

  50. Board Type Overview

  51. Calendar Sync

  52. Can Boards be Created Automatically?

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

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

  55. Can't Install Taskfeed?

  56. Cannot Uninstall Taskfeed

  57. Configure External Sharing

  58. Configure Taskfeed for the Salesforce Mobile App

  59. Configuring Field-Level Visibility in External Sharing

  60. Create & Customize Board Types

  61. Create & Manage Task Categories

  62. Create a Checklist Item

  63. Create a Lightning Action to Launch a Taskfeed Board

  64. Create a Subtask

  65. Create a Taskfeed Visualforce Page for Standard Objects

  66. Create a Template with Subtasks

  67. Create Custom Notifications

  68. Create or Edit a Board

  69. Create or Edit a Task

  70. Create Your First Board

  71. Create, Edit or Delete a List

  72. Creating Custom Fields in Taskfeed

  73. Creating Dependencies in Task Templates

  74. Custom Field Sets

  75. Custom Mass Delete Board Button (Classic only)

  76. Customize Lists Using List Templates

  77. Customize Taskfeed List Views

  78. Customize Taskfeed Lists

  79. Customize the Board Header

  80. Customize which fields show when editing a Task

  81. Delete a Checklist Item

  82. Delete a Taskfeed Board

  83. Delete a Taskfeed Template

  84. Deployment in Production Environments

  85. Designing for Large Board Hierarchies

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

  87. Do I have to upgrade Taskfeed?

  88. Does Taskfeed Work on My Phone?

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

  90. Edit My Personal Notifications

  91. Edit or Replace a Template

  92. Edit Tasks & Boards within Detail Pane

  93. Enforce Completion of Checklist Items

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

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

  96. EU GDPR Compliance

  97. Existing Customers: Upgrading to Summer '19

  98. Grant Login Access to Taskfeed Support

  99. How Can I Create a New Template?

  100. How can I reach out for help?

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

  102. How Taskfeed handles Dates, Date/Time and Timezones

  103. How to Create Taskfeed-Related Reports

  104. How to open the developer console

  105. Import Tasks with the Task Import Wizard

  106. Integrate Taskfeed with Cases

  107. List Template Cheat Sheet

  108. List Types

  109. Log Time Spent on a Task

  110. Manage My Notifications

  111. Manage Taskfeed Assigned Licenses

  112. Manage Taskfeed Subscription

  113. Mark Tasks as Internal Only

  114. Mass Insert Data into Taskfeed

  115. Modify Background Polling Duration

  116. New to Taskfeed?

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

  118. No tasks are being displayed in External Sharing

  119. Not receiving Daily Summary Emails?

  120. Not receiving Email Notifications?

  121. Opt-Out of Automatic Updates

  122. Organize Your Taskfeed Templates with List Views

  123. Overview

  124. Plan View

  125. Precursive Patch v16.10.4 Release Notes

  126. Precursive Summer '20 Release (v16.10) - Critical Upgrade Actions for Administrators

  127. Precursive Summer '20 Release Notes (v16.0)

  128. Precursive Summer 20 (v.16) - Board Inline Edit

  129. Precursive Summer 20 (v.16) - Board Template

  130. Precursive Summer 20 (v.16) - Contact Roles

  131. Precursive Summer 20 (v.16) - Cross Board Dependencies

  132. Precursive Summer 20 (v.16) - Lightning Components

  133. Precursive Summer 20 (v.16) - Repeat Task

  134. Precursive Summer 20 (v.16) - Task Inline Edit

  135. Precursive Summer 20 (v.16) - Task Scheduling Lock Date

  136. Prepare a Task Template

  137. Prepare for Data Migration

  138. Refresh Local Application Cache

  139. Relate Taskfeed to other Records in Salesforce

  140. Relating Emails to Taskfeed

  141. Release Communications

  142. Restart Background Processes

  143. Restore the Default List Template

  144. Salesforce Edition Requirements

  145. Sample Templates

  146. Schedule Tasks Based on Other Dates in Salesforce

  147. Scheduling and Rescheduling a Board and Tasks

  148. Select a Task Template Manually

  149. Set a Baseline

  150. Setup Guide for Salesforce Admins

  151. Share a Board with External Sharing

  152. Share a Taskfeed Board

  153. Sharing Updates & Collaborating

  154. Starter Guide for Standard Users

  155. Summer '18 Patch Updates

  156. Supported Browsers

  157. Sync Taskfeed to Your Calendar

  158. System Requirements

  159. Task Dependencies

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

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

  162. Task Template Cheat Sheet

  163. Task Template Limits

  164. Taskfeed & Communities Overview

  165. Taskfeed & Salesforce Lightning Calendar

  166. Taskfeed 1.20 - 1.49 - Release Notes

  167. Taskfeed 1.50 - Release Notes

  168. Taskfeed 1.51 - Release Notes

  169. Taskfeed 1.55 - Release Notes

  170. Taskfeed 1.77 - Release Notes

  171. Taskfeed 2 - Release Notes

  172. Taskfeed 3 - Release Notes

  173. Taskfeed 4 - Release Notes

  174. Taskfeed 5 - Release Notes

  175. Taskfeed 6 - Release Notes

  176. Taskfeed 7 - Release Notes

  177. Taskfeed 8 - Release Notes

  178. Taskfeed 9 - Release Notes

  179. Taskfeed 9 - Upgrade Steps

  180. Taskfeed and Salesforce Events & Calendar

  181. Taskfeed Board Process

  182. Taskfeed Board Status Overview

  183. Taskfeed Categories

  184. Taskfeed Community Setup Guide

  185. Taskfeed Custom Labels

  186. Taskfeed External Sharing: Overview

  187. Taskfeed Personal Settings

  188. Taskfeed Security, Privacy and Architecture Overview

  189. Taskfeed Spring '17 - Release Notes

  190. Taskfeed Spring '20 Release Notes

  191. Taskfeed Summer '18 Release Notes

  192. Taskfeed Summer '19 Release Notes

  193. Taskfeed Tab: The Plan view

  194. Taskfeed Template Best Practices

  195. Taskfeed Templates: Overview

  196. Taskfeed Winter '17 - Release Notes

  197. Taskfeed Winter ‘18 - Release Notes

  198. Test Drive

  199. The Taskfeed Tab

  200. Toggle Subtasks On/Off

  201. Tracking Salesforce Activities in Taskfeed

  202. Translation & Renaming Labels

  203. Trial Setup Guide for Admins

  204. Troubleshooting Taskfeed Templates

  205. Tutorial: Report on Email Activities within Taskfeed Boards

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

  207. Tutorial: Reporting on Time with Custom Report Types

  208. Unarchive a Task from a Taskfeed Board

  209. Understanding the Task Icons

  210. Uninstall Taskfeed

  211. Update Billing Information

  212. Upgrade Taskfeed Automatically

  213. Upgrade Taskfeed Manually

  214. Upgrading to Summer '19

  215. Upload a Template

  216. Using the Board Stage Path

  217. Using the Taskfeed Tasks tab

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

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

  220. Working with the Tasks Menu

Feedback and Knowledge Base

(thinking…)