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  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. Configure Taskfeed: Scheduling Preferences

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

  24. Advanced: Generating the External Sharing URL using Apex

  25. Archive a Taskfeed Board

  26. Assign People to Tasks Automatically

  27. Assign/Reassign Team Members from a User Lookup

  28. Associate a Task Template with a Board Type

  29. Board Stages: Overview & FAQ

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

  31. Can't Install Taskfeed?

  32. Configure External Sharing

  33. Configure Taskfeed Calendar Sync

  34. Configure Taskfeed for the Salesforce Mobile App

  35. Configuring Field-Level Visibility in External Sharing

  36. Create & Customize Board Types

  37. Create & Manage Task Categories

  38. Create a Checklist Item

  39. Create a Lightning Action to Launch a Taskfeed Board

  40. Create a Subtask

  41. Create a Task Template

  42. Create a Taskfeed Board Automatically

  43. Create a Taskfeed Visualforce Page for Custom Objects

  44. Create a Taskfeed Visualforce Page for Standard Objects

  45. Create a Template with Subtasks

  46. Create Custom Notifications

  47. Create or Edit a Board

  48. Create or Edit a Task

  49. Create Taskfeed Tasks from Cases

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

  51. Create Your First Board

  52. Create, Edit or Delete a List

  53. Creating Custom Fields in Taskfeed

  54. Creating Dependencies in Task Templates

  55. Custom Mass Delete Board Button (Classic only)

  56. Customize Lists using a Template

  57. Customize Taskfeed Lists

  58. Customize which fields show when editing a Task

  59. Delete a Checklist Item

  60. Delete a Taskfeed Board

  61. Delete a Taskfeed Template

  62. Delete or Archive a Task

  63. Deployment in Production Environments

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

  65. Do I have to upgrade Taskfeed?

  66. Does Taskfeed Work on My Phone?

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

  68. Edit My Personal Notifications

  69. Edit or Replace a Template

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

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

  72. Enforce Completion of Checklist Items

  73. EU GDPR Compliance

  74. Getting an Error when Uploading a Template?

  75. Getting Started with Taskfeed

  76. Grant Login Access to Taskfeed Support

  77. Grant Login Access to Taskfeed Support

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

  79. How to Create Taskfeed-Related Reports

  80. How to open the developer console

  81. Import Tasks with the Task Import Wizard

  82. Installing Taskfeed Inbox App for Cirrus Insight

  83. List Template Cheat Sheet

  84. Log Time Spent on a Task

  85. Manage My Notifications

  86. Manage Taskfeed Assigned Licenses

  87. Manage Taskfeed Subscription

  88. Mark Tasks as Internal Only

  89. Mass Insert Data into Taskfeed

  90. New! Repeat Tasks

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

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

  93. No tasks are being displayed in External Sharing

  94. Not receiving Daily Summary Emails?

  95. Not receiving Email Notifications?

  96. Opportunity Team Sync for Taskfeed

  97. Opt-Out of Automatic Updates

  98. Overview

  99. Overview

  100. Prepare for Data Migration

  101. Refresh Local Application Cache

  102. Relating Taskfeed to other Records in Salesforce

  103. Release Communications

  104. Restart Background Processes

  105. Restore the Default List Template

  106. Sample Templates

  107. Schedule Tasks Based on Other Dates in Salesforce

  108. Scheduling and Rescheduling a Board and Tasks

  109. Select a Task Template Manually

  110. Set a Baseline

  111. Setup Guide for Salesforce Admins

  112. Share a Taskfeed Board

  113. Share the Plan with Customers

  114. Summer '18 Patch Updates

  115. Supported Browsers

  116. Switch Inbox

  117. Sync Taskfeed to Your Calendar

  118. System Requirements

  119. Task Assignment Automation: Considerations

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

  121. Task Template Cheat Sheet

  122. Task Template Limits

  123. Taskfeed 1.20 - 1.49 - Release Notes

  124. Taskfeed 1.50 - Release Notes

  125. Taskfeed 1.51 - Release Notes

  126. Taskfeed 1.55 - Release Notes

  127. Taskfeed 1.77 - Release Notes

  128. Taskfeed 2 - Release Notes

  129. Taskfeed 3 - Release Notes

  130. Taskfeed 4 - Release Notes

  131. Taskfeed 5 - Release Notes

  132. Taskfeed 6 - Release Notes

  133. Taskfeed 7 - Release Notes

  134. Taskfeed 8 - Release Notes

  135. Taskfeed 9 - Release Notes

  136. Taskfeed 9 - Upgrade Steps

  137. Taskfeed and Salesforce Events & Calendar

  138. Taskfeed Categories

  139. Taskfeed Custom Labels

  140. Taskfeed External Sharing: Overview

  141. Taskfeed Office Hours & Workshops

  142. Taskfeed Personal Settings

  143. Taskfeed Security, Privacy and Architecture Overview

  144. Taskfeed Spring '17 - Release Notes

  145. Taskfeed Summer '18 Release Notes

  146. Taskfeed Tab: The Board View

  147. Taskfeed Tab: The Plan view

  148. Taskfeed Template Best Practices

  149. Taskfeed Templates: Overview

  150. Taskfeed Winter '17 - Release Notes

  151. Taskfeed Winter ‘18 - Release Notes

  152. Test Drive

  153. The Task Inbox

  154. The Taskfeed Tab

  155. Toggle Subtasks On/Off

  156. Translation & Renaming Labels

  157. Trial Setup Guide for Admins

  158. Troubleshooting Taskfeed Templates

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

  160. Unarchive a Task from a Taskfeed Board

  161. Understanding the Task Icons

  162. Uninstall Taskfeed

  163. Update Billing Information

  164. Upgrade Taskfeed Automatically

  165. Upgrade Taskfeed Manually

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

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

  168. Why are all of my Tasks greyed out?

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