Create a Connect conversation from a Visual Task Board

  • 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

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

    始める前に

    Role required: none

    このタスクについて

    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.

    手順

    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 (Connect with board members icon).
      The system automatically opens a record conversation for the board. Each board member becomes a member of the conversation.