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Freeform board tasks

Freeform board tasks

You can add personal task cards directly to lanes on a freeform board. You can also add other kinds of task cards to a freeform board from a list or form.

Add a personal task to a freeform board

You can add cards directly to a freeform board lane. These cards are called personal tasks and represent records on the Private Task [vtb_task] table.

Before you begin

Role required: none

Procedure

  1. In a lane header, click the lane menu (Lane menu icon) and select Add Task. Alternatively, click Add Task at the bottom of a lane.
    A new task card appears in the lane.
  2. Enter a short description for the new task card.
  3. To save the card, click another area of the board or press Enter.

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.

Add a task to a freeform board from a list

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. Navigate to a list of task records, such as Incident > Open.
  2. Perform either of the following actions.
    OptionDescription
    Add one task Right-click a record and select Add to Visual Task Board
    Add multiple tasks Select the check box beside each record you want to add and select Add to Visual Task Board from the actions choice list
    A pop-up window appears with a list of freeform task boards.
    Select a visual task board
  3. Click the name of the board you want to add the card to.
    A confirmation message appears.
  4. To view the board, click the board name in the confirmation message.
    The task appears in the first lane by default.