Share a Visual Task Board in a Connect conversation

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • You can share a Visual Task Board in a Connect Chat or Connect Support conversation.

    Vorbereitungen

    Role required: none

    Prozedur

    1. Navigate to All > Self-Service > Visual Task Boards.
    2. Drag a task board to a Connect mini window.
      A link to the task board appears in the conversation. The task board is also listed in the conversation tools, which are visible in the Connect workspace. Only conversation members who are members of the board can access it. If you share a task board in a Follow a record in Connect, it appears as a URL in the record activity stream.