Add a task to a flexible or guided Visual Task Board
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- UpdatedAug 3, 2023
- 1 minute read
- Vancouver
- Visual Task Boards
The Vancouver release is no longer supported. As such, the product documentation and release notes are provided for informational purposes only, and will not be updated.
Cards in a flexible or guided board represent records on whichever table the board is associated with.
Before you begin
Role required: none
Procedure
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In a lane header, click the lane menu (
) and select Add Task.
Alternatively, click Add Task at the bottom of a lane.Fields are populated based on any filter conditions for the board and, for guided boards, the lane you add the card to.
Consider the example of a guided board that shows incidents with the Software category, with a lane for each assignee. If you add a card to the ITIL User lane, the new incident record Category and Assigned to fields are automatically set to Software and ITIL User.