Add a task to a flexible or guided Visual Task Board

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Cards in a flexible or guided board represent records on whichever table the board is associated with.

    Before you begin

    Role required: none

    Procedure

    1. In a lane header, click the lane menu (Lane menu icon) and select Add Card.
      Alternatively, click Add Card at the bottom of a lane.

      Fields are populated based on any filter conditions for the board and, for guided boards, the lane you add the card to.

      Consider the example of a guided board that shows incidents with the Software category, with a lane for each assignee. If you add a card to the ITIL User lane, the new incident record Category and Assigned to fields are automatically set to Software and ITIL User.

    2. Complete the form and click Submit.
      A new task card appears in the lane.