Create a flexible or guided board

You can create a flexible or guided task board for any table that extends Task, such as Incident or Change.

Before you begin

Role required: none

Procedure

  1. Navigate to the list for any table that extends Task, such as Incident > All.
  2. (Optional) Create a filter to show only the records you want to work with.
    For example, you might filter out incidents that are not assigned to you.
  3. Right-click a column header and select Show Visual Task Board.
    The type of board that is created and the lanes that appear on the board depend on which type of column you select. If you select a reference or choice column, the board is a guided board. Each lane in a guided board represents one possible value for that column and the cards appear in the appropriate lane. For example, if you create a guided task board for incidents using the State column, the board shows one lane for each incident state, such as New or Closed. If you select a column that is not a reference or choice, the board is a flexible board and the board shows the default lanes, To Do, Doing, and Done, with all cards in the To Do lane.
  4. (Optional) Click the board name and enter a new name.
    Note: For guided boards created from choice fields, such as State, the system creates a lane for each possible choice value. For guided boards created from reference fields, the system creates a lane only for each value in use by a task card. Lanes are added as needed if the reference field values change.

What to do next

After the board is created, board members can:
  • Add and modify lanes
  • Create and modify task cards
  • Add and remove members
  • Configure the look and feel