Add a personal task to a freeform Visual Task Board

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • 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.

    Antes de Iniciar

    Role required: none

    Procedimento

    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.