Using Visual Task Boards

Create, view, and edit freeform, flexible, and guided Visual Task Boards, and add users to these boards as members.

As a member of a Visual Task Board, you can view and share the board, customize card views, assign and move cards, and create checklists.

Getting started with Visual Task Boards

To find Visual Task Boards, navigate to Self-Service > Visual Task Boards. If the application does not display after a general search, contact your admin.

• Creating Visual Task Boards
  You can create, view, and edit freeform, flexible, and guided Visual Task Boards, and add users to these boards as members.
• Viewing and sharing Visual Task Boards
  View details about Visual Task Boards, view them as a list, and share them with others.
• Customizing and configuring Visual Task Boards
  You can customize the information in a Visual Task Board, as well as the way this information is displayed.
• Working with Visual Task Board cards
  Visual Task Board task cards can represent a personal task or a record on a table. You can add task cards, edit task card details, add labels to cards, and access the underlying task record the card represents, depending on the board type.
• Visual Task Board checklists
  Checklists help you track the progress of tasks on your Visual Task Board.