Add a task to a flexible or guided Visual Task Board

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

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

    Antes de Iniciar

    Role required: none

    Procedimento

    1. In a lane header, click the lane menu (Lane menu icon) and select Add Task.
      Alternatively, click Add Task 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.

    2. Complete the form and click Submit.
      A new task card appears in the lane.