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.

Before you begin

Role required: none

About this task

Unlike guided boards, the lanes on a freeform or flexible task board do not match possible field values.
Note: You cannot remove lanes from guided boards.

Procedure

  1. Open a task board.
  2. Perform any of the following actions.
    OptionDescription
    Create a new lane
    1. Scroll past the last lane and click Add Lane.
    2. Enter a title for the lane, then press the Enter key.

    The Add Lane option is always available for freeform and flexible boards. It is available for guided boards only if the lanes are based on a reference field, such as Assigned to.
    Rearrange lanes Click a lane header and drag the lane to the desired drop zone. To cancel the move, press the Escape key while you drag the lane.

    You can also change the lane order from the board configuration menu.
    Hide a lane
    1. Click the lane menu (Lane menu icon) in a lane header.
    2. Select Hide Lane. You can restore hidden lanes from the board configuration menu.
    Delete a lane
    1. Click the lane menu in a lane header.
    2. Select Delete Lane.
    3. In the confirmation dialog box, click Delete. When you delete a lane on a freeform or flexible board, all the cards in the deleted lane are archived.

    The Delete Lane option is always available for freeform and flexible boards. It is available for guided boards only if the lanes are based on a reference field, and only for lanes that contain no cards.
    Exclude Child Table Records
    1. Click Info icon (Info icon
    2. Under Structure menu, select Exclude Child Table Records Exclude Child Tables
      The Child table lanes and records are excluded.
      Note: Exclude Child Table Records check box is only visible for choice type field.
    Note: When moving the card from lane to another, if you get an error message while having write access to the record then create a system property glide.vtb.enable_list_edit_acl and set it to false.