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Task board structure

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Task board structure

Different types of task boards work for different kinds of task management. However, all board types share the same overall structure.

Table 1. Task board Types
Board type Description
Freeform boards Display all types of task records, including personal tasks. Members of freeform boards can add and remove task cards and lanes.
Flexible boards Display tasks that match a filter against a particular table. Members of flexible boards can add task cards. Cards are removed automatically when the tasks no longer match the filter conditions. Members can define custom lanes, similar to a freeform board.
Guided boards Similar to flexible boards except that guided board lanes correspond to field values and cannot be edited in most cases.
You can identify the task board type by the icon beside the board name.
  • The freeform board icon: (Freeform board icon
  • Flexible boardicon: (Flexible board icon
  • Guided boards: (Guided board icon
Figure 1. Sample Visual Task Board dashboard
Sample Visual Task Board dashboard
All boards have these elements. The color of the left boundary of a card represents the color you choose in the color palette for that board.
Table 2. Task board elements
Element Description
Quick panel Displays labels and users associated with the board. Board members can use the quick panel to quickly label or assign tasks. Members can also configure what appears in the quick panel.
Lanes

Organize cards on a board into vertical groups. These groups often represent the status of the task, such as To Do, Doing, and Done.

When using a guided board, each lane represents a possible field value. For example, a board on the Incident table can display one lane for each State value such as New, Active, or Resolved.

Users can move cards from one lane to another to update the task that card represents.

Cards

Represent individual tasks that you can assign to users. You can add comments, attachments, and labels to cards. Each card is tied to a task record; updating one immediately updates the other. For freeform boards, each card represents a personal task.

For flexible and guided boards, each card represents a record from the list that board was created from. For more information, see Create Flexible and Guided boards topic

Task board tools Displays board information, board members, the board activity stream, and board labels.
Board header Displays the board name in the title bar. You can rename the board by double-clicking on the board name.
Filter the tasks in the board by:
  • Entering the title or number of the task card
  • Selecting any one of the options in the Due By drop-down
Swimlanes Organize cards on a board into horizontal lanes. These lanes often represent the user assigned to a task. You can add any number of wwimlanes to the board, and move cards from one user to another easily.
Figure 2. Sample Visual Task Board elements
Visual Task Board elements
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