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.

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.

• Freeform Visual Task Boards
  You can add personal task cards directly to lanes on a freeform board. You can also add other kinds of task cards to a freeform board from a list or form.
• Data driven Visual Task Boards
  You can add a task to a flexible or guided task board.
• Add a task to a flexible or guided Visual Task Board
  Cards in a flexible or guided board represent records on whichever table the board is associated with.
• Add or modify Visual Task Board lanes
  Any board member can change the names and add new lanes to accommodate the task workflow you want to track. When you create a freeform or flexible task board, it includes the default lanes To Do, Doing, and Done.
• Add or remove a Visual Task Board member
  You can add and remove task board members using the members tab of the activity stream. You can also promote assignees to board members.
• Delete a Visual Task Board
  You can delete any task board that you own.