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Configure Visual Task Boards with swimlanes

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Configure Visual Task Boards with swimlanes

Swimlanes enable you to create an environment with horizontal lanes in addition to vertical lanes. Swimlanes use only compact cards in the task board.

Before you begin

Role required: none

About this task

You can add swimlanes in the following types of the visual task board.You can perform following activities when you choose swimlanes in Visual Task Boards.
  • Name and rename the swimlanes as per your choice.
  • Move the tasks horizontally and vertically as needed from one user to another.
  • Drag the cards across swimlanes.
  • Reorder swimlanes as per choice by dragging them or from Lane Configuration.

    Lane configuration
  • Collapse and expand swimlanes as per your choice.

Procedure

  1. Navigate to System Definition > Self-service > Visual Task Boards.
  2. Click New and select the board type.
    • Freeform Board
    • Data Driven Board
  3. Configure swimlanes in the boards as follows:
    1. In a freeform board, activate the swimlanes by sliding the swimlanes toggle in the Info tab to the right.
      Activate swimlanes for a freeform board
      The following figure shows a sample freeform board created with swimlanes.
      Freeform board with swimlanes
    2. To enable swimlanes in a Data Driven Flexible board, select None in Vertical Lane Field from the drop-down.
    3. Click Next and slide the toggle under the Info tab to the right.
      Activate swimlanes for a data driven flexible board Activate swimlanes by toggle button

      The following figure shows a data driven flexible board created with swimlanes.

      Data driven flexible board with swimlanes
    4. To enable swimlanes in a data drivenguided board, select Vertical Lane Field and Swimlane Field while creating the board. You can also add swimlanes to the existing guided board by selecting Swimlane Field under Info tab in the board.
      Activate a data driven guided board with swimlanes Activate swimlanes in existing board
      The following figure shows a data driven guided board with swimlanes.

      Data driven guided board with swimlanes
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