Data driven Visual Task Boards

Related Content

• Freeform Visual Task Boards

  You 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.

• Add a task to a flexible or guided Visual Task Board

  Cards in a flexible or guided board represent records on whichever table the board is associated with.

• Add or modify Visual Task Board lanes

  Any 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.

• Add or remove a Visual Task Board member

  You can add and remove task board members using the members tab of the activity stream. You can also promote assignees to board members.

• Delete a Visual Task Board

  You can delete any task board that you own.