Contents Now Platform Capabilities Previous Topic Next Topic Visual Task Board use Subscribe Log in to subscribe to topics and get notified when content changes. ... SAVE AS PDF Selected Topic Topic & Subtopics All Topics in Contents Share Visual Task Board use Any user can create, view, and edit freeform, flexible, and guided visual task boards, and add users to these boards as members. You can create a freeform board and add cards from multiple task tables, or create a flexible or guided board from an existing list of records. Create a freeform boardYou can create freeform Visual Task Boards (VTBs) for tracking any kind of task or project.Create a data driven boardYou can create a flexible or guided data driven Visual Task Board (VTB) for any table that extends Task, such as Incident or Change.Delete a task boardYou can delete any task board you own.Add or modify task board lanesAny board member can change the names and add new lanes to accommodate the task workflow you want to track. When you create a freeform or flexible task board, it includes the default lanes To Do, Doing, and Done. Task cardsVisual Task Board task cards can represent a personal task or a record on a table.Task board toolsThe task board tools area in a Visual Task Board contains several tabs, each represented by an icon.View board informationYou can display key information about any task board.Add a board as a favoriteAdd boards you access frequently to the application navigator using the favorite option. View a task board in a listYou can view a task board in the list view using the board information option.Add or remove a task board memberYou can add and remove task board members using the members tab of the activity stream. You can also promote assignees to board members.Visual Task Board SLA indicatorsSLA (service level agreement) indicators alert board members if any cards on the board have breached SLAs.Share a Visual Task Board in a Connect conversationYou can share a Visual Task Board in a Connect Chat or Connect Support conversation.Create a Connect conversation from a Visual Task BoardCreate a Connect Chat conversation from a Visual Task Board to collaborate with board members and keep track of activity as it happens.Visual Task Board accessibilitySeveral accessibility improvements are included in Visual Task Boards. On this page Send Feedback Previous Topic Next Topic
Visual Task Board use Any user can create, view, and edit freeform, flexible, and guided visual task boards, and add users to these boards as members. You can create a freeform board and add cards from multiple task tables, or create a flexible or guided board from an existing list of records. Create a freeform boardYou can create freeform Visual Task Boards (VTBs) for tracking any kind of task or project.Create a data driven boardYou can create a flexible or guided data driven Visual Task Board (VTB) for any table that extends Task, such as Incident or Change.Delete a task boardYou can delete any task board you own.Add or modify task board lanesAny board member can change the names and add new lanes to accommodate the task workflow you want to track. When you create a freeform or flexible task board, it includes the default lanes To Do, Doing, and Done. Task cardsVisual Task Board task cards can represent a personal task or a record on a table.Task board toolsThe task board tools area in a Visual Task Board contains several tabs, each represented by an icon.View board informationYou can display key information about any task board.Add a board as a favoriteAdd boards you access frequently to the application navigator using the favorite option. View a task board in a listYou can view a task board in the list view using the board information option.Add or remove a task board memberYou can add and remove task board members using the members tab of the activity stream. You can also promote assignees to board members.Visual Task Board SLA indicatorsSLA (service level agreement) indicators alert board members if any cards on the board have breached SLAs.Share a Visual Task Board in a Connect conversationYou can share a Visual Task Board in a Connect Chat or Connect Support conversation.Create a Connect conversation from a Visual Task BoardCreate a Connect Chat conversation from a Visual Task Board to collaborate with board members and keep track of activity as it happens.Visual Task Board accessibilitySeveral accessibility improvements are included in Visual Task Boards.
Visual Task Board use Any user can create, view, and edit freeform, flexible, and guided visual task boards, and add users to these boards as members. You can create a freeform board and add cards from multiple task tables, or create a flexible or guided board from an existing list of records. Create a freeform boardYou can create freeform Visual Task Boards (VTBs) for tracking any kind of task or project.Create a data driven boardYou can create a flexible or guided data driven Visual Task Board (VTB) for any table that extends Task, such as Incident or Change.Delete a task boardYou can delete any task board you own.Add or modify task board lanesAny board member can change the names and add new lanes to accommodate the task workflow you want to track. When you create a freeform or flexible task board, it includes the default lanes To Do, Doing, and Done. Task cardsVisual Task Board task cards can represent a personal task or a record on a table.Task board toolsThe task board tools area in a Visual Task Board contains several tabs, each represented by an icon.View board informationYou can display key information about any task board.Add a board as a favoriteAdd boards you access frequently to the application navigator using the favorite option. View a task board in a listYou can view a task board in the list view using the board information option.Add or remove a task board memberYou can add and remove task board members using the members tab of the activity stream. You can also promote assignees to board members.Visual Task Board SLA indicatorsSLA (service level agreement) indicators alert board members if any cards on the board have breached SLAs.Share a Visual Task Board in a Connect conversationYou can share a Visual Task Board in a Connect Chat or Connect Support conversation.Create a Connect conversation from a Visual Task BoardCreate a Connect Chat conversation from a Visual Task Board to collaborate with board members and keep track of activity as it happens.Visual Task Board accessibilitySeveral accessibility improvements are included in Visual Task Boards.
