Add a task to a freeform Visual Task Board from a list

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

    • 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.

    Antes de Iniciar

    Role required: none

    Por Que e Quando Desempenhar Esta Tarefa

    You can add cards from multiple task tables, such as Incident or Problem, to the same freeform board.

    Procedimento

    1. Navigate to a list of task records, such as All > Incident > Open.
    2. Perform either of the following actions.
      OpçãoDescrição
      Add one task Right-click a record and select Add to Visual Task Board.
      Add multiple tasks
      1. Select the check boxes beside the records you want to add.
      2. In the column context menu, select Add to Visual Task Board.
    3. Click the name of the board you want to add the card to.
      A confirmation message appears.
    4. To view the board, click the board name in the confirmation message.
      The task appears in the first lane by default.