Board structure

There are different types of task boards for different kinds of task management. All types of boards share the same overall structure.

Table 1. Board types
Board type Description
Freeform boards Display any kind of task record, including personal tasks. Members of freeform boards can add and remove task cards and lanes.
Flexible boards Display tasks that match the configured filter against a particular table. Members of flexible boards can add task cards, which are removed automatically when the tasks no longer match the filter conditions. Members can define custom lanes, similar to a freeform board.
Guided boards Display tasks that match the configured filter against a particular table, like flexible boards. Members of guided boards can add task cards, which are removed automatically when the tasks no longer match the filter conditions. Guided board lanes correspond to field values and cannot be edited in most cases.

The icon beside the board name on the Task Boards page identifies the type of board. Freeform boards appear with a grid of four squares (); flexible boards appear with a vertical line beside two squares (); guided boards appear with two vertical lines ().

Figure 1. Task Boards screen
My task boards screen

All boards have these elements:

Table 2. Board elements
Element Description
Quick panel Displays labels and users associated with the board. Board members can use the quick panel to filter cards or to quickly label or assign tasks. Members can also configure what appears in the quick panel.
Lanes Organize cards on a board into vertical groups. These groups often represent the status of the task, such as To Do, Doing, and Done. Each board is composed of one or more lanes. When using a guided board, each lane represents a possible field value. For example, a board on the Incident table can display one lane for each State value such as New, Active, or Resolved. Users can move cards from one lane to another to update the task that card represents.
Cards Represent individual tasks. Users can add comments, attachments, and labels to cards and assign users to cards. Each card is tied to a task record; updating one immediately updates the other. For freeform boards, each card represents a personal task. For flexible and guided boards, each card represents a record from the list that board was created from.
Task board tools Displays board information, a board members, the board activity stream, and board labels.
Figure 2. Board layout
Board layout