Add a personal task to a freeform Visual Task Board

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read
  • You can add cards directly to a freeform board lane. These cards are called personal tasks and represent records on the Private Task [vtb_task] table.

    Before you begin

    Role required: none

    Procedure

    1. In a lane header, click the lane menu (Lane menu icon), and then select Add Task.
      Alternatively, click Add Task at the bottom of a lane.
      A new task card appears in the lane.
    2. Enter a short description for the new task card.
    3. To save the card, click another area of the board or press Enter.