Install & Setup

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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. 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. Data Migration

  13. Translation & Renaming Labels

  14. Installing Taskfeed Inbox App for Cirrus Insight

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

  16. Configure Taskfeed for the Salesforce Mobile App

  17. Grant Login Access to Taskfeed Support

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