Working with Visual Task Board cards
Visual Task Board task cards can represent a personal task or a record on a table. You can add task cards, edit task card details, add labels to cards, and access the underlying task record the card represents, depending on the board type.
Task cards are used to do the following:
- Represent tasks in a single view
- Update and make changes to tasks
- Drag and drop cards
- Customize labels
Note: Each board can display up to 1,000 cards by default. When the number of tasks exceeds the maximum, a warning appears and the system determines which cards to show by most recent update time. Administrators can configure a different maximum card limit. For details, see Configure the card limit for Visual Task boards.
- Edit Visual Task Board card details
Edit the details of the card if you need to assign tasks, add comments, change the due date, or change other features of the card. - Add an attachment to a Visual Task Board card
You can add an attachment to a record within a Visual Task Board. - Configure the card view on a Visual Task Board
Configure the fields that appear on a card in a task board. - Configure the card limit for Visual Task boards
Freeform and data driven boards can display up to 1,000 cards by default. You can change the default card limit by adding a system property. - Label a Visual Task Board card
Labels help categorize tasks and visually distinguish them on the task board. - Assign a Visual Task Board card to a user
Assignees represent ownership of task cards and the associated records. Each task card can have one primary assignee and multiple additional assignees. - Archive a Visual Task Board card
Archiving a card is a non-destructive way to remove a card from a freeform Visual Task Board. You can archive cards you are no longer working on to reduce visual clutter. - Access a task record from a Visual Task Board card
You can open the form view of any task card. Viewing a task record on a form allows you to see all fields for that record, including fields that are not visible in the card details. - Move a Visual Task Board card to a different lane
You can move a card from one lane to another on a Visual Task Board. - Move a freeform Visual Task Board card to a different board
You can move a card from one freeform board to another.
Parent Topic:Using Visual Task Boards