Taskfeed
Taskfeed
YouTube Video

New YouTube videos detected.

  • Getting Started with Taskfeed
    Table of Contents: 00:07 - Introduction 01:27 - Task Inbox 02:02 - Board Views 02:32 - How to Create a Board 03:44 - Create a Task 04:55 - Navigate Between Boards Learn More at http://help.taskfeedapp.com/ For support questions, email us at support@taskfeedapp.com How to add Taskfeed to your set of tabs: http://help.taskfeedapp.com/knowledgebase/articles/917934-add-taskfeed-to-my-set-of-tabs G...
Taskfeed
Taskfeed
YouTube Video

New YouTube videos detected.

  • Getting Started with Taskfeed
    Table of Contents: 00:07 - Table of Contents 00:33 - Knowledge Base 01:27 - Task Inbox 02:02 - Board Views 02:32 - How to Create a Board 03:44 - Create a Task 04:34 - Navigate between Boards 04:50 - Navigate Between Boards 05:07 - Help.taskfeedapp.com 05:11 - support@taskfeedapp.com
Taskfeed
Taskfeed
YouTube Video
Taskfeed
Taskfeed
YouTube Video

New YouTube videos detected.

  • Taskfeed 7 Release Webinar ⎯ Project management for Salesforce
    Taskfeed 7 is the biggest enhancement yet with multiple owners on Tasks, personal Task priority and inbox along with a list of other new features that make task management in Salesforce miles better than what you had before. Join Taskfeed founder Andy Mahood discuss what's new and what's coming for Taskfeed in the future.
Taskfeed
Taskfeed
YouTube Video

New YouTube videos detected.

  • Taskfeed Project Management for Salesforce
    Project collaboration across teams is impossible when you are using spreadsheets or disconnected apps. Taskfeed brings project management alongside your customer information in Salesforce.
Taskfeed
Taskfeed
YouTube Video

New YouTube videos detected.

  • Create and Manage Task Templates
    This demo shows how to create and upload a Task Template to Taskfeed. Table of Contents: 00:33 - Intro 00:51 - Define a Task Template Source File 02:30 - Upload the Template to Taskfeed 04:21 - Create a Board with a Task Template 05:15 - Amend a Source File For more information: http://help.taskfeedapp.com/knowledgebase/topics/140326-taskfeed-templates
Taskfeed
Taskfeed
YouTube Video

New YouTube videos detected.

  • Taskfeed Inbox App for Gmail and Outlook
    The Task Inbox app brings Taskfeed project management workflow seamlessly into thousands of Gmail and Microsoft Outlook inboxes.
  • How to configure a workflow to Chatter @mention a new Taskfeed Task Owner
    Learn how to configure a workflow to Chatter @mention a the new Owner of a Taskfeed Task.
  • Taskfeed 7 Release Webinar ⎯ Project management for Salesforce
    Taskfeed 7 is the biggest enhancement yet with multiple owners on Tasks, personal Task priority and inbox along with a list of other new features that make task management in Salesforce miles better than what you had before. Join Taskfeed founder Andy Mahood discuss what's new and what's coming for Taskfeed in the future.
  • Taskfeed Project Management for Salesforce
    Project collaboration across teams is impossible when you are using spreadsheets or disconnected apps. Taskfeed brings project management alongside your customer information in Salesforce.
  • Assigning Tasks based on Lists: Automating Taskfeed with Process Builder
    Today we are going to look at an idea that was added to the Taskfeed community just yesterday from a new customer. Tony would like to to organise Taskfeed Boards into Lists for each Owner. Tony is aware of the Force Ownership option on the List but rather than assigning the task to the current user, Tony would like the Task to be assigned to the person who is named on the List. This video explains...
  • Create Taskfeed Boards linked to Salesforce Opportunities: Automating Taskfeed with Process Builder
    This video demonstrates how you can very easily automate Taskfeed and Salesforce using Lightning Process Builder. In this example we will automate the process of creating Taskfeed Boards (Projects) linked to Salesforce Opportunities and embedded within the Opportunity layout.
  • Email Notification to Owner when Taskfeed Task assigned
    How to set up Email Notification to Owner when Taskfeed Task assigned.
  • Configure Automatic Task Archiving in Taskfeed
    Taskfeed for Salesforce is great at organising projects or anything else with simple task boards. With Taskfeed task boards you can organise small events or large projects, log time, relate tasks to Salesforce CRM records and collaborate around Chatter. This video shows how to set up Task Archiving so your closed Tasks are cleaned away every day.
  • Getting Started with Taskfeed for Salesforce
    Taskfeed allows teams to get organised and collaborate to get things done. "Getting started with Taskfeed" is an introductory video to explain the steps required for setting up your first Taskfeed Board, customising Taskfeed with Categories and Custom Labels. Finally, the video explains how you can use Taskfeed to organise team around Salesforce Sales and Service records as well as Custom Object....
  • Taskfeed in a nutshell - Project Management in Salesforce
    Organise projects or anything else with simple task boards. With Taskfeed you can organise small events or large projects, log time, relate tasks to Salesforce CRM records and collaborate around Chatter. Taskfeed brings project management to Salesforce. Request a demo at TaskfeedApp.com Try free for 14 days on the Salesforce AppExchange https://appexchange.salesforce.com/listingDetail?listingId=a...
  • Autocomplete Lookups: Upgrade Salesforce Lookup Fields
    Autocomplete Lookups for Salesforce upgrades Salesforce Lookup fields to support autocomplete suggestions. Autocomplete Lookups means your users enter data faster and more accurately. Search results suggested as soon as you type. Search All fields (Standard Salesforce Lookups only let you search by the Name field). Results can show any field (e.g. Case Subject rather than Case Number, or both)
Taskfeed
Taskfeed
Blog Post

Out-Market Your Competitors?

Get complete competitive insights on over 2.2 million companies to drive your marketing strategy.

Create Free Account Log in

By signing up, you agree to the Terms of Service and Privacy Policy.

Out-Market Your Competitors

Get complete competitive insights on over 2.2 million companies to drive your marketing strategy.

Create Free Account

Already a user?  Log in

By signing up, you agree to the Terms of Service and Privacy Policy.