All articles

  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. 5. Scheduling Settings: Configure Working Days

  9. 5.1.Scheduling Settings: Use Custom Business Hours

  10. 6. Configure Org-Wide Taskfeed Notifications

  11. 7. Set Up Team Roles

  12. A Guide for Taskfeed Business Users

  13. Access to Taskfeed Sample Reports & Dashboard

  14. Add a Task Contributor

  15. Add Checklists to Task Templates

  16. Add Notes & Hyperlinks to Tasks

  17. Add or Remove a Board from a View

  18. Add or Remove a Board Team Member

  19. Add Subtasks from a Template

  20. Add Taskfeed Related Lists to an Account or Opportunity

  21. Add Taskfeed to my set of Tabs

  22. Adding Fields to Taskfeed Field Sets

  23. Advanced: Generating the External Sharing URL using Apex

  24. Archive a Taskfeed Board

  25. Assign People to Tasks Automatically

  26. Associate a Task Template with a Board Type

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

  28. Can't Install Taskfeed?

  29. Configure External Sharing

  30. Configure Field-Level Visibility in External Sharing

  31. Configure Taskfeed Calendar Sync

  32. Configure Taskfeed for the Salesforce Mobile App

  33. Create & Customize Board Types

  34. Create & Manage Task Categories

  35. Create a Checklist Item

  36. Create a Lightning Action to Launch a Taskfeed Board

  37. Create a Subtask

  38. Create a Taskfeed Board Automatically

  39. Create a Taskfeed Visualforce Page for Custom Objects

  40. Create a Taskfeed Visualforce Page for Standard Objects

  41. Create and Manage List Templates

  42. Create and Manage Task Templates

  43. Create Custom Notifications

  44. Create or Edit a Task

  45. Create Taskfeed Tasks from Cases

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

  47. Create Your First Board

  48. Create, Edit or Delete a List

  49. Creating Custom Fields in Taskfeed

  50. Creating Dependencies in Task Templates

  51. Creating Taskfeed-Related Reports

  52. Custom Mass Delete Board Button (Classic only)

  53. Customize Taskfeed Lists

  54. Customize which fields show when editing a Task

  55. Data Migration

  56. Delete a Checklist Item

  57. Delete a Taskfeed Board

  58. Delete a Taskfeed Template

  59. Delete or Archive a Task

  60. Deployment in Production Environments

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

  62. Do I have to upgrade Taskfeed?

  63. Does Taskfeed Work on My Phone?

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

  65. Edit My Personal Notifications

  66. Edit or Replace a Taskfeed Template

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

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

  69. Enforce Completion of Checklist Items

  70. EU GDPR Compliance

  71. External Sharing: Overview

  72. Getting an Error when Uploading a Template?

  73. Getting Started with Taskfeed

  74. Grant Login Access to Taskfeed Support

  75. Grant Login Access to Taskfeed Support

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

  77. How to open the developer console

  78. Import Tasks with the Task Import Wizard

  79. Installing Taskfeed Inbox App for Cirrus Insight

  80. List Template Cheat Sheet

  81. Log Time Spent on a Task

  82. Manage Taskfeed Assigned Licenses

  83. Manage Taskfeed Subscription

  84. Mark Tasks as Internal Only

  85. New! Create a Template with Tasks & Subtasks

  86. New! Repeat Tasks

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

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

  89. No tasks are being displayed in External Sharing

  90. Not receiving Daily Summary Emails?

  91. Not receiving Email Notifications?

  92. Opportunity Team Sync for Taskfeed

  93. Opt-Out of Automatic Updates

  94. Overview

  95. Overview

  96. Reassigning Team Members Automatically

  97. Refresh Local Application Cache

  98. Relating Taskfeed to other Records in Salesforce

  99. Release Communications

  100. Restart Background Processes

  101. Restore the Default List Template

  102. Sample Templates

  103. Schedule Tasks Based on Other Dates in Salesforce

  104. Select a Task Template Manually

  105. Set a Baseline

  106. Setup Guide for Salesforce Admins

  107. Share a Taskfeed Board

  108. Share a Taskfeed Board with External Users

  109. Summer '18 Patch Updates

  110. Supported Browsers

  111. Switch Inbox

  112. Sync Taskfeed to Your Calendar

  113. System Requirements

  114. Task Assignment Automation: Considerations

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

  116. Task Template Cheat Sheet

  117. Task Template Limits

  118. Taskfeed 1.20 - 1.49 - Release Notes

  119. Taskfeed 1.50 - Release Notes

  120. Taskfeed 1.51 - Release Notes

  121. Taskfeed 1.55 - Release Notes

  122. Taskfeed 1.77 - Release Notes

  123. Taskfeed 2 - Release Notes

  124. Taskfeed 3 - Release Notes

  125. Taskfeed 4 - Release Notes

  126. Taskfeed 5 - Release Notes

  127. Taskfeed 6 - Release Notes

  128. Taskfeed 7 - Release Notes

  129. Taskfeed 8 - Release Notes

  130. Taskfeed 9 - Release Notes

  131. Taskfeed 9 - Upgrade Steps

  132. Taskfeed and Salesforce Events & Calendar

  133. Taskfeed Categories

  134. Taskfeed Custom Labels

  135. Taskfeed Office Hours ☕

  136. Taskfeed Security, Privacy and Architecture Overview

  137. Taskfeed Spring '17 - Release Notes

  138. Taskfeed Summer '18 Release Notes

  139. Taskfeed Tab: The Board View

  140. Taskfeed Tab: The Plan view

  141. Taskfeed Template Best Practices

  142. Taskfeed Templates: Overview

  143. Taskfeed Winter '17 - Release Notes

  144. Taskfeed Winter ‘18 - Release Notes

  145. Test Drive

  146. The Task Inbox

  147. The Taskfeed Tab

  148. Toggle Subtasks On/Off

  149. Translation & Renaming Labels

  150. Trial Setup Guide for Admins

  151. Troubleshooting Taskfeed Templates

  152. Unarchive a Task from a Taskfeed Board

  153. Understanding the Task Icons

  154. Uninstall Taskfeed

  155. Update Billing Information

  156. Upgrade Taskfeed Automatically

  157. Upgrade Taskfeed Manually

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

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

  160. Why are all of my Tasks greyed out?

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