Add a task to a freeform Visual Task Board from a list
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
Navigate to a list of task records, such as All > Incident > Open.
Perform either of the following actions.
| Add one task | Right-click a record and select Add to Visual Task Board. |
| Add multiple tasks |
|
Click the name of the board you want to add the card to.
A confirmation message appears.
To view the board, click the board name in the confirmation message.
The task appears in the first lane by default.
Parent Topic:Freeform Visual Task Boards