Create a Connect conversation from a Visual Task Board

Create a Connect Chat conversation from a Visual Task Board to collaborate with board members and keep track of activity as it happens.

Avant de commencer

Role required: none

Pourquoi et quand exécuter cette tâche

When you create a conversation from a task board, all the board members become members of the conversation. The members are synchronized between the task board and the conversation. For example, if you remove a user from the conversation, the system automatically removes the user from the board as well.

Procédure

1. Navigate to All > Self-Service > Visual Task Boards.
2. Open a task board.
3. In the board header, click the connect with board members icon ().
   The system automatically opens a record conversation for the board. Each board member becomes a member of the conversation.

Référence associée

• Visual Task Boards

Information associée

• Connect Chat