1 ACCEPTED SOLUTION
There are three options for how you can add cards to your freeform visual task board.
- Click Add Card: With this option you add a new card to one of your visual task boards. This will create a “Private Task Record”.
- Navigate to any Task List, e.g. Incidents: Select all incidents you want to add to your visual task board. With an action you can add all of these tasks to your selected board.
- Navigate to a specific task: Select from the context menu “add to visual task board” and add it to one of your boards.
There are 3 options for utilizing the VTB's:
Types of Visual Task Boards
Board type Description
| Freeform boards | Display all types of task records, including personal tasks. Members of freeform boards can add and remove task cards and lanes. Freeform boards are indicated with the Freeform board icon 
. |
| Flexible boards | Display tasks that match a filter against a particular table. Members of flexible boards can add task cards. Cards are removed automatically when the tasks no longer match the filter conditions. Members can define custom lanes, similar to a freeform board. Flexible boards are indicated with the Flexible board icon 
. |
| Guided boards | Similar to flexible boards except that guided board lanes correspond to field values and cannot be edited in most cases. Guided boards are indicated with the Guided board icon 
. |
The Flexible Board option would be your go to solution I would assume.
