All articles
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"Taskfeed App" Lightning Component view not loading when embedded in Lightning Page
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'Parsing' Error when Uploading a Template?
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'Unauthorized Endpoint' Error Message when loading Taskfeed?
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1. Install Precursive
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1. Overview
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10. Delete or Archive a Task
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10.1 How to Auto-Archive Task Process
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2. Create a Taskfeed Board Automatically
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2. Taskfeed License and Permission Set Types
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2.1. Assign a Taskfeed License to Users
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2.2. Assign a Taskfeed Permission Set to Users
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2.3. License Allocation
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3. Assigning Team Members Automatically: Considerations
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3. Taskfeed Visibility & Access
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3.1. New! Team Member Mapping Custom Metadata Type
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3.1. Taskfeed Board Sharing Rules
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3.2. Opportunity Team Sync for Taskfeed
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3.3.Account Team Sync for Taskfeed
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3.4. Add Team Members to the Board Automatically
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3.5. Assign/Reassign Tasks Using Process Builder
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3.6. Auto Archive Tasks when a Board is Archived
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4. Org-Wide Application Settings: Scheduling
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4.1.Scheduling Settings: Use Custom Business Hours
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4.2 Scheduling Settings: Recalculating Task End Dates
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5. Manage Org-Wide Taskfeed Notifications
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6. Add Taskfeed Related Lists to an Account or Opportunity
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6.1. Embed Precursive OBX within a Custom or Standard Object Page using new Lightning Component
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6.2. Embed the Taskfeed Opportunity or Account Visualforce Page in Classic
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8. Set Up Team Roles
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8.1. Map Team Roles to User Lookups
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9. Set Up Board Stages
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Access to Taskfeed Sample Reports & Dashboard
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Add a Task Contributor
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Add Checklists to Task Templates
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Add Notes & Hyperlinks to Tasks
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Add or Remove a Board Team Member
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Add Subtasks from a Template
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Add Taskfeed to my set of Tabs
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Adding a List to a Board
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Adding Fields to Precursive Field Sets
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Admins: Customize the Fields that Display in the Email Notifications
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Advanced: Generating the External Sharing URL using Apex
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Alert! Security Updates for Public Sites and Required Changes to External Sharing
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Archive a Taskfeed Board
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Assign Board Team Members to Related Boards
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Associate a Task Template with a Board Type
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Board Hierarchy Setup
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Board Hierarchy: Overview
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Board Stages: Overview & FAQ
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Board Type Overview
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Calendar Sync
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Can Boards be Created Automatically?
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Can we have more than one Board per Account?
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Can't Download a Template from Taskfeed Templates?
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Can't Install Taskfeed?
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Cannot Uninstall Taskfeed
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Configure External Sharing
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Configure Taskfeed for the Salesforce Mobile App
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Configuring Field-Level Visibility in External Sharing
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Create & Customize Board Types
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Create & Manage Task Categories
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Create a Checklist Item
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Create a Lightning Action to Launch a Taskfeed Board
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Create a Subtask
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Create a Taskfeed Visualforce Page for Standard Objects
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Create a Template with Subtasks
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Create Custom Notifications
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Create or Edit a Board
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Create or Edit a Task
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Create Your First Board
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Create, Edit or Delete a List
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Creating Custom Fields in Taskfeed
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Creating Dependencies in Task Templates
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Custom Field Sets
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Custom Mass Delete Board Button (Classic only)
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Customize Lists Using List Templates
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Customize Taskfeed List Views
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Customize Taskfeed Lists
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Customize the Board Header
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Customize which fields show when editing a Task
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Delete a Checklist Item
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Delete a Taskfeed Board
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Delete a Taskfeed Template
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Deployment in Production Environments
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Designing for Large Board Hierarchies
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Discovered a Security Issue or want to report a concern?
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Do I have to upgrade Taskfeed?
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Does Taskfeed Work on My Phone?
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Does Taskfeed work with Salesforce Group or Professional Edition?
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Edit My Personal Notifications
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Edit or Replace a Template
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Edit Tasks & Boards within Detail Pane
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Enforce Completion of Checklist Items
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Error when Updating Template: Insufficient Access...
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Error: 'Type: Required fields are missing: [type]'
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EU GDPR Compliance
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Existing Customers: Upgrading to Summer '19
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Grant Login Access to Taskfeed Support
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How Can I Create a New Template?
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How can I reach out for help?
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How do I know when a new version of Taskfeed is available?
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How Taskfeed handles Dates, Date/Time and Timezones
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How to Create Taskfeed-Related Reports
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How to open the developer console
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Import Tasks with the Task Import Wizard
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Integrate Taskfeed with Cases
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List Template Cheat Sheet
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List Types
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Log Time Spent on a Task
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Manage My Notifications
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Manage Taskfeed Assigned Licenses
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Manage Taskfeed Subscription
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Mark Tasks as Internal Only
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Mass Insert Data into Taskfeed
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Modify Background Polling Duration
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New to Taskfeed?
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New: Add Repeat Task Fields to Taskfeed Task Layout
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No tasks are being displayed in External Sharing
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Not receiving Daily Summary Emails?
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Not receiving Email Notifications?
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Opt-Out of Automatic Updates
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Organize Your Taskfeed Templates with List Views
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Overview
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Plan View
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Precursive Patch v16.10.4 Release Notes
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Precursive Summer '20 Release (v16.10) - Critical Upgrade Actions for Administrators
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Precursive Summer '20 Release Notes (v16.0)
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Precursive Summer 20 (v.16) - Board Inline Edit
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Precursive Summer 20 (v.16) - Board Template
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Precursive Summer 20 (v.16) - Contact Roles
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Precursive Summer 20 (v.16) - Cross Board Dependencies
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Precursive Summer 20 (v.16) - Lightning Components
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Precursive Summer 20 (v.16) - Repeat Task
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Precursive Summer 20 (v.16) - Task Inline Edit
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Precursive Summer 20 (v.16) - Task Scheduling Lock Date
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Prepare a Task Template
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Prepare for Data Migration
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Refresh Local Application Cache
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Relate Taskfeed to other Records in Salesforce
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Relating Emails to Taskfeed
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Release Communications
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Restart Background Processes
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Restore the Default List Template
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Salesforce Edition Requirements
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Sample Templates
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Schedule Tasks Based on Other Dates in Salesforce
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Scheduling and Rescheduling a Board and Tasks
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Select a Task Template Manually
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Set a Baseline
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Setup Guide for Salesforce Admins
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Share a Board with External Sharing
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Share a Taskfeed Board
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Sharing Updates & Collaborating
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Starter Guide for Standard Users
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Summer '18 Patch Updates
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Supported Browsers
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Sync Taskfeed to Your Calendar
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System Requirements
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Task Dependencies
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Task Groups: Different Ways to Group Tasks on the Board
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Task Inbox not automatically moving tasks to Today section?
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Task Template Cheat Sheet
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Task Template Limits
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Taskfeed & Communities Overview
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Taskfeed & Salesforce Lightning Calendar
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Taskfeed 1.20 - 1.49 - Release Notes
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Taskfeed 1.50 - Release Notes
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Taskfeed 1.51 - Release Notes
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Taskfeed 1.55 - Release Notes
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Taskfeed 1.77 - Release Notes
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Taskfeed 2 - Release Notes
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Taskfeed 3 - Release Notes
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Taskfeed 4 - Release Notes
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Taskfeed 5 - Release Notes
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Taskfeed 6 - Release Notes
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Taskfeed 7 - Release Notes
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Taskfeed 8 - Release Notes
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Taskfeed 9 - Release Notes
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Taskfeed 9 - Upgrade Steps
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Taskfeed and Salesforce Events & Calendar
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Taskfeed Board Process
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Taskfeed Board Status Overview
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Taskfeed Categories
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Taskfeed Community Setup Guide
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Taskfeed Custom Labels
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Taskfeed External Sharing: Overview
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Taskfeed Personal Settings
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Taskfeed Security, Privacy and Architecture Overview
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Taskfeed Spring '17 - Release Notes
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Taskfeed Spring '20 Release Notes
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Taskfeed Summer '18 Release Notes
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Taskfeed Summer '19 Release Notes
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Taskfeed Tab: The Plan view
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Taskfeed Template Best Practices
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Taskfeed Templates: Overview
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Taskfeed Winter '17 - Release Notes
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Taskfeed Winter ‘18 - Release Notes
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Test Drive
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The Taskfeed Tab
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Toggle Subtasks On/Off
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Tracking Salesforce Activities in Taskfeed
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Translation & Renaming Labels
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Trial Setup Guide for Admins
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Troubleshooting Taskfeed Templates
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Tutorial: Report on Email Activities within Taskfeed Boards
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Tutorial: Report on Total Time Spent per Board or Board Type
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Tutorial: Reporting on Time with Custom Report Types
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Unarchive a Task from a Taskfeed Board
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Understanding the Task Icons
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Uninstall Taskfeed
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Update Billing Information
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Upgrade Taskfeed Automatically
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Upgrade Taskfeed Manually
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Upgrading to Summer '19
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Upload a Template
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Using the Board Stage Path
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Using the Taskfeed Tasks tab
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What is the difference between Removing, Archiving and Deleting a Board?
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Where can I find my Salesforce Organization (Org) ID?
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Working with the Tasks Menu