Add a task to a freeform Visual Task Board from a form
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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.
You can add a task card to a freeform board from any table that extends Task. These cards represent records on whichever table you add them from.
Before you begin
Role required: none
About this task
You can add cards from multiple task tables, such as Incident or Problem, to the same freeform board.
Procedure
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Click the menu icon (
) or right-click the form header to show the form context menu.