Contents Now Platform Capabilities Previous Topic Next Topic Add a task to a freeform board from a form ... SAVE AS PDF Selected Topic Topic & Subtopics All Topics in Contents Other Share 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. On this page Send Feedback Previous Topic Next Topic
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.
