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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. 4.1. Taskfeed License and Permission Set Types

  5. 4.2. Taskfeed Data Visibility & Access

  6. 4.3. Taskfeed Board Sharing Rules

  7. 5. Configure Taskfeed: Scheduling Settings

  8. 5.1.Scheduling Settings: Use Custom Business Hours

  9. 5.2 Scheduling Settings: Recalculating Task End Dates

  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 I customize the columns in the Table View?

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

  32. Can't Install Taskfeed?

  33. Cannot Uninstall Taskfeed

  34. Configure External Sharing

  35. Configure Taskfeed Calendar Sync

  36. Configure Taskfeed for the Salesforce Mobile App

  37. Configuring Field-Level Visibility in External Sharing

  38. Create & Customize Board Types

  39. Create & Manage Task Categories

  40. Create a Checklist Item

  41. Create a Lightning Action to Launch a Taskfeed Board

  42. Create a Subtask

  43. Create a Taskfeed Board Automatically

  44. Create a Taskfeed Visualforce Page for Custom Objects

  45. Create a Taskfeed Visualforce Page for Standard Objects

  46. Create a Template with Subtasks

  47. Create Custom Notifications

  48. Create or Edit a Board

  49. Create or Edit a Task

  50. Create Taskfeed Tasks from Cases

  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 List Templates

  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. List Template Cheat Sheet

  83. Log Time Spent on a Task

  84. Manage My Notifications

  85. Manage Taskfeed Assigned Licenses

  86. Manage Taskfeed Subscription

  87. Mark Tasks as Internal Only

  88. Mass Insert Data into Taskfeed

  89. New! Repeat Tasks

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

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

  92. No tasks are being displayed in External Sharing

  93. Not receiving Daily Summary Emails?

  94. Not receiving Email Notifications?

  95. Opportunity Team Sync for Taskfeed

  96. Opt-Out of Automatic Updates

  97. Organize Your Taskfeed Templates with List Views

  98. Overview

  99. Overview

  100. Prepare a Task Template

  101. Prepare for Data Migration

  102. Refresh Local Application Cache

  103. Relate Taskfeed to other Records in Salesforce

  104. Release Communications

  105. Restart Background Processes

  106. Restore the Default List Template

  107. Sample Templates

  108. Schedule Tasks Based on Other Dates in Salesforce

  109. Scheduling and Rescheduling a Board and Tasks

  110. Select a Task Template Manually

  111. Set a Baseline

  112. Set Dependencies Between Tasks

  113. Setup Guide for Salesforce Admins

  114. Share a Board Externally

  115. Share a Taskfeed Board

  116. Summer '18 Patch Updates

  117. Supported Browsers

  118. Switch Inbox

  119. Sync Taskfeed to Your Calendar

  120. System Requirements

  121. Task Assignment Automation: Considerations

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

  123. Task Template Cheat Sheet

  124. Task Template Limits

  125. Taskfeed & Salesforce Lightning Calendar

  126. Taskfeed 1.20 - 1.49 - Release Notes

  127. Taskfeed 1.50 - Release Notes

  128. Taskfeed 1.51 - Release Notes

  129. Taskfeed 1.55 - Release Notes

  130. Taskfeed 1.77 - Release Notes

  131. Taskfeed 2 - Release Notes

  132. Taskfeed 3 - Release Notes

  133. Taskfeed 4 - Release Notes

  134. Taskfeed 5 - Release Notes

  135. Taskfeed 6 - Release Notes

  136. Taskfeed 7 - Release Notes

  137. Taskfeed 8 - Release Notes

  138. Taskfeed 9 - Release Notes

  139. Taskfeed 9 - Upgrade Steps

  140. Taskfeed and Salesforce Events & Calendar

  141. Taskfeed Categories

  142. Taskfeed Custom Labels

  143. Taskfeed External Sharing: Overview

  144. Taskfeed Personal Settings

  145. Taskfeed Security, Privacy and Architecture Overview

  146. Taskfeed Spring '17 - Release Notes

  147. Taskfeed Summer '18 Release Notes

  148. Taskfeed Summer '19 Release Notes

  149. Taskfeed Tab: The Board View

  150. Taskfeed Tab: The Plan view

  151. Taskfeed Template Best Practices

  152. Taskfeed Templates: Overview

  153. Taskfeed Winter '17 - Release Notes

  154. Taskfeed Winter ‘18 - Release Notes

  155. Test Drive

  156. The Task Inbox

  157. The Taskfeed Tab

  158. Toggle Subtasks On/Off

  159. Translation & Renaming Labels

  160. Trial Setup Guide for Admins

  161. Troubleshooting Taskfeed Templates

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

  163. Unarchive a Task from a Taskfeed Board

  164. Understanding the Task Icons

  165. Uninstall Taskfeed

  166. Update Billing Information

  167. Upgrade Taskfeed Automatically

  168. Upgrade Taskfeed Manually

  169. Upload a Template

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

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

  172. Why are all of my Tasks greyed out?

  173. Workshops & Live Training

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