Share a Visual Task Board in a Connect conversation

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분

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

    시작하기 전에

    Role required: none

    프로시저

    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.