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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Add a personal task to a freeform Visual Task Board

You can add cards directly to a freeform board lane. These cards are called personal tasks and represent records on the Private Task [vtb_task] table.

Before you begin

Role required: none

Procedure

  1. Navigate to All > Self-Service > Visual Task Boards.

  2. Select a freeform board to add a personal task.

  3. Select Add Card at the bottom of a lane.

    A new task card appears in the lane.

  4. Enter a short description for the new task card.

  5. To save the card, select another area of the board or press Enter.

Parent Topic:Freeform Visual Task Boards