Customize Taskfeed

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  1. Set Up Team Roles

  2. Create & Customize Board Types

  3. Customize Taskfeed Lists

  4. Create Custom Fields in Taskfeed

  5. Adding Fields to Taskfeed Field Sets

  6. Customize which fields show when editing a Task

  7. Add Notes & Hyperlinks to Tasks

  8. Create & Manage Task Categories

  9. Taskfeed Custom Labels

  10. Create Custom Notifications

  11. Create Taskfeed Tasks from Cases

  12. Custom Mass Delete Board Button (Classic only)

  13. Enforce Completion of Checklist Items

  14. Schedule Tasks Based on Other Dates in Salesforce

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

Feedback and Knowledge Base

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