Add a task to a freeform board from a form You can add a task card to a freeform board from any table that extends Task. These cards represent records on whichever table you add them from. Before you beginRole required: none About this taskYou can add cards from multiple task tables, such as Incident or Problem, to the same freeform board. Procedure Open a task record, such as an incident. Click the menu icon () or right-click the form header to show the form context menu. Select Add to Visual Task Board. A pop-up window appears with a list of freeform task boards. Click the name of the board you want to add the card to. A confirmation message appears. To view the board, click the board name in the confirmation message. The task appears in the first lane by default.
Add a task to a freeform board from a form You can add a task card to a freeform board from any table that extends Task. These cards represent records on whichever table you add them from. Before you beginRole required: none About this taskYou can add cards from multiple task tables, such as Incident or Problem, to the same freeform board. Procedure Open a task record, such as an incident. Click the menu icon () or right-click the form header to show the form context menu. Select Add to Visual Task Board. A pop-up window appears with a list of freeform task boards. Click the name of the board you want to add the card to. A confirmation message appears. To view the board, click the board name in the confirmation message. The task appears in the first lane by default.
