Elements of Visual Task Boards

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read
  • Visual Task Boards contain cards that represent a task. These cards are arranged in lanes based on the criteria you choose to sort them.

    Visual Task Boards contain the elements shown in the image below. Each element is described in the following table.

    Figure 1. Sample Visual Task Board elements
    Visual Task Board elements
    Table 1. Task board elements
    Element Description
    Board header Displays the board name in the title bar. You can rename the board by double-clicking on the board name.
    Filter the tasks in the board by:
    • Entering the title or number of the task card
    • Selecting an option in the Due By list
    Lanes

    Organize cards on a board into vertical groups. These groups often represent the status of the task, such as To Do, Doing, and Done.

    When using a guided board, each lane represents a possible field value. For example, a board on the Incident table can display one lane for each State value such as New, Active, or Resolved.

    Users can move cards from one lane to another to update the task that card represents.

    Cards

    Represent individual tasks that you can assign to users. You can add comments, attachments, and labels to cards. Each card is tied to a task record; updating one immediately updates the other. For freeform boards, each card represents a personal task.

    For flexible and guided boards, each card represents a record from the list that board was created from. For more information, see Create Flexible and Guided boards.

    Quick panel Displays labels and users associated with the board. Board members can use the quick panel to quickly label or assign tasks. Members can also configure what appears in the quick panel.
    Visual Task Board tools Displays board information, board members, the board activity stream, and board labels.
    Swimlanes Organize cards on a board into horizontal lanes. These lanes often represent the user assigned to a task. You can add any number of swimlanes to the board, and move cards from one user to another easily.