Share a Visual Task Board in a Connect conversation

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：1分

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

    始める前に

    Role required: none

    手順

    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.