Share a Visual Task Board in a Connect conversation

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture

    • You can share a Visual Task Board in a Connect Chat or Connect Support conversation.

    Avant de commencer

    Role required: none

    Procédure

    1. Navigate to All > Self-Service > Visual Task Boards.
    2. Drag a task board to a Connect mini window.
      A link to the task board appears in the conversation. The task board is also listed in the conversation tools, which are visible in the Connect workspace. Only conversation members who are members of the board can access it. If you share a task board in a Follow a record in Connect, it appears as a URL in the record activity stream.