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    Home Orlando Now Platform Capabilities Now Platform capabilities Visual Task Boards Task board structure

    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 board icon: (Flexible board icon
    • Guided boards icon: (Guided board icon
    Figure 1. Sample Visual Task Board dashboard
    Sample Visual Task Board dashboard
    All boards have the displayed 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.

    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 an option in the Due Bylist
    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 swimlanes 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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      Task board structure

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      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 board icon: (Flexible board icon
      • Guided boards icon: (Guided board icon
      Figure 1. Sample Visual Task Board dashboard
      Sample Visual Task Board dashboard
      All boards have the displayed 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.

      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 an option in the Due Bylist
      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 swimlanes 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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