Contents Now Platform Capabilities Previous Topic Next Topic Task cards 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 Task cards Visual Task Board task cards can represent a personal task or a record on a table. You can add task cards, edit task card details, add labels to cards, and access the underlying task record the card represents, depending on the board type. Note: Each board can display up to 2,000 cards by default. When the number of tasks exceeds the maximum, a warning appears and the system determines which cards to show by most recent update time. Administrators can configure a different maximum card limit for freeform boards and for flexible and guided boards. Freeform board tasksYou 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.Data driven board tasksYou can add a task to a flexible or guided task board. Edit card detailsWhen you click a card on a Visual Task Board, a pop-up window appears with additional details.Label a task cardLabels help categorize tasks and visually distinguish them on the task board.Assign a task card to a userAssignees represent ownership of task cards and the associated records. Each task card can have one primary assignee and multiple additional assignees.Visual Task Board checklistsChecklists help you track the progress of tasks on your Visual Task Board.Archive a cardArchiving a card is a non-destructive way to remove a card from a freeform board. You can archive cards you are no longer working on to reduce visual clutter. Access a task record from a VTB cardYou can open the form view of any task card. Viewing a task record on a form allows you to see all fields for that record, including fields that are not visible in the card details.Move a card to a different laneYou can move a card from one lane to another.Move a card to a different boardYou can move a card from one freeform board to another. On this page Send Feedback Previous Topic Next Topic
Task cards Visual Task Board task cards can represent a personal task or a record on a table. You can add task cards, edit task card details, add labels to cards, and access the underlying task record the card represents, depending on the board type. Note: Each board can display up to 2,000 cards by default. When the number of tasks exceeds the maximum, a warning appears and the system determines which cards to show by most recent update time. Administrators can configure a different maximum card limit for freeform boards and for flexible and guided boards. Freeform board tasksYou 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.Data driven board tasksYou can add a task to a flexible or guided task board. Edit card detailsWhen you click a card on a Visual Task Board, a pop-up window appears with additional details.Label a task cardLabels help categorize tasks and visually distinguish them on the task board.Assign a task card to a userAssignees represent ownership of task cards and the associated records. Each task card can have one primary assignee and multiple additional assignees.Visual Task Board checklistsChecklists help you track the progress of tasks on your Visual Task Board.Archive a cardArchiving a card is a non-destructive way to remove a card from a freeform board. You can archive cards you are no longer working on to reduce visual clutter. Access a task record from a VTB cardYou can open the form view of any task card. Viewing a task record on a form allows you to see all fields for that record, including fields that are not visible in the card details.Move a card to a different laneYou can move a card from one lane to another.Move a card to a different boardYou can move a card from one freeform board to another.
Task cards Visual Task Board task cards can represent a personal task or a record on a table. You can add task cards, edit task card details, add labels to cards, and access the underlying task record the card represents, depending on the board type. Note: Each board can display up to 2,000 cards by default. When the number of tasks exceeds the maximum, a warning appears and the system determines which cards to show by most recent update time. Administrators can configure a different maximum card limit for freeform boards and for flexible and guided boards. Freeform board tasksYou 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.Data driven board tasksYou can add a task to a flexible or guided task board. Edit card detailsWhen you click a card on a Visual Task Board, a pop-up window appears with additional details.Label a task cardLabels help categorize tasks and visually distinguish them on the task board.Assign a task card to a userAssignees represent ownership of task cards and the associated records. Each task card can have one primary assignee and multiple additional assignees.Visual Task Board checklistsChecklists help you track the progress of tasks on your Visual Task Board.Archive a cardArchiving a card is a non-destructive way to remove a card from a freeform board. You can archive cards you are no longer working on to reduce visual clutter. Access a task record from a VTB cardYou can open the form view of any task card. Viewing a task record on a form allows you to see all fields for that record, including fields that are not visible in the card details.Move a card to a different laneYou can move a card from one lane to another.Move a card to a different boardYou can move a card from one freeform board to another.
