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 begin

Role required: none

About this task

You can add cards from multiple task tables, such as Incident or Problem, to the same freeform board.

Procedure

  1. Open a task record, such as an incident.
  2. Click the menu icon (Menu icon) or right-click the form header to show the form context menu.
  3. Select Add to Visual Task Board.
    A pop-up window appears with a list of freeform task boards.
    Select a visual task board
  4. Click the name of the board you want to add the card to.
    A confirmation message appears.
  5. To view the board, click the board name in the confirmation message.
    The task appears in the first lane by default.