Exploring Visual Task Boards
Visual Task Boards provide a visual representation of the work that needs to be done, allowing team members to easily collaborate, track and prioritize tasks. You can use Visual Task Boards in a variety of contexts, including project management, personal or team task management, and employee onboarding.
Visual Task Boards overview
Teams can easily manage their workloads by assigning and reassigning tasks, updating task status, and setting priorities. This helps to improve productivity and reduce the time it takes to complete tasks. Any user can use task boards, regardless of role, though access control rules (ACLs) may limit which cards each user can see.
The Visual Task Board interface provides a graphic-rich environment suited for managing and collaborating on records. For example, a support manager might create a board for a team to track their assigned incidents by state in real time.
You can customize Visual Task Boards to fit the unique needs of a team or organization. Teams can create their own workflows, labels, and columns to represent their specific process, making it easier to manage tasks and achieve their goals. Access Visual Task Boards from any device, including smartphones and tablets. This allows team members to stay connected and up to date with their tasks.
Visual Task Boards benefits
Anyone on the team can be given access to a Visual Task Board.
| Benefit | Feature |
|---|---|
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Teams can easily manage their workloads by assigning and reassigning tasks, updating task status, and setting priorities. This helps to improve productivity and reduce the time it takes to complete tasks. Create a visual data driven board for team collaboration. You can add your individual tasks and add tasks from a form or a list too, modify lanes, add or remove members. |
Creating Visual Task Boards |
| View and share board details or in a list. Add as favourite, share or create a connect conversation. | Viewing and sharing Visual Task Boards |
| Customize and configure Visual Task Boards. | Customizing and configuring Visual Task Boards |
| You can edit card details, add attachments, configure card view and card limit, label, assign, archive and move cards. | Working with Visual Task Board cards |
| Create checklist and checklist template. Configure task types that can be created. | Visual Task Board checklists |