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.
    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.