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

Add a task to a flexible or guided Visual Task Board

Cards in a flexible or guided board represent records on whichever table the board is associated with.

Before you begin

Role required: none

Procedure

  1. In a lane header, click the lane menu (
Image omitted: IconMoreOptions.png
Lane menu icon\) and select **Add Card**.
Alternatively, click **Add Card** 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**.
  1. Complete the form and click Submit.

    A new task card appears in the lane.

Parent Topic:Creating Visual Task Boards

Related topics

Freeform Visual Task Boards

Data driven Visual Task Boards

Add or modify Visual Task Board lanes

Add or remove a Visual Task Board member

Delete a Visual Task Board