Create a Connect conversation from a Visual Task Board
Create a Connect Chat conversation from a Visual Task Board to collaborate with board members and keep track of activity as it happens.
Before you begin
Role required: none
About this task
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.
Procedure
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In the board header, click the connect with board members icon (
).
The system automatically opens a record conversation for the board. Each board member becomes a member of the conversation.