Create a Connect conversation from a Visual Task Board

Create a Connect Chat conversation from a Visual Task Board to collaborate with board members and keep track of activity as it happens.

Before you begin

Role required: none

About this task

When you create a conversation from a task board, all the board members become members of the conversation. Adding or removing users from the board members list automatically adds or removes them from the conversation. However, adding or removing users from the conversation does not add or remove them from the board members list.


  1. Navigate to Self-Service > Visual Task Boards.
  2. Open a task board.
  3. In the board header, click the connect with board members icon (Connect with board members icon).
    The system automatically opens a record conversation for the board. Each board member becomes a member of the conversation.