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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Customizing and configuring Visual Task Boards

You can customize the information in a Visual Task Board, as well as the way this information is displayed.

You can customize individual Visual Task Boards to display your tasks in whatever way works best for you. You can change the look and feel of the board, add labels and swimlanes, set lane limits, or modify the query.

  • Customize the look and feel of a task board
    By default, the visual task board inherits the look-and-feel from the user's Theme preference. You can, however, configure several options in the Visual Task Boards to customize the look-and-feel of the board.
  • Sort Visual Task Boards
    You can sort Visual Task Boards using criteria that you create with a Sort-Filter option, grouping items by properties to help organize your cards.
  • Configure Visual Task Boards labels
    Labels help categorize tasks and visually distinguish them on the task board. You can disable or rename labels using the labels tab of the activity stream.
  • Configure a Visual Task Board with swimlanes
    Swimlanes enable you to create an environment with horizontal lanes in addition to vertical lanes. Swimlanes use only compact cards in Visual Task Board.
  • Modify the query or lane field for an existing Visual Task Board
    For flexible and guided Visual Task Boards, you can edit the board query or lane field. This ability enables you to change the board contents while preserving the member list, board configuration settings, and, if applicable, Connect Chat conversation history.
  • Set lane limits on a Visual Task Board
    You can set a limit to the number of cards added to a lane on a Visual Task Board. If the limit is not set, any number of cards can be added to a lane by default.

Parent Topic:Using Visual Task Boards