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Create a Connect conversation from a Visual Task Board

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. The members are synchronized between the task board and the conversation. For example, if you remove a user from the conversation, the system automatically removes the user from the board as well.

Procedure

  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.