Install & Setup
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Salesforce Edition Requirements
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1. Install Precursive
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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. Taskfeed Visibility & Access
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3.1. Taskfeed Board Sharing Rules
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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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Precursive Summer 20 (v.16) - Lightning Components
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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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Customize the Board Header
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Translation & Renaming Labels
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Configure Taskfeed for the Salesforce Mobile App
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Grant Login Access to Taskfeed Support