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Viewing existing TaskBoards

This lesson shows you how to view Existing Dashboards. ...

Creating a new TaskBoard

This lesson explains how to create a New TaskBoard. ...

Creating a new TaskBoard Group

This lesson shows you how to add a TaskBoard Group to your TaskBoard. ...

Adding a Task to a TaskBoard Group

This lesson explains how to add a Task to a TaskBoard Group. ...

Completing a TaskBoard Task

This lesson explains how to Complete a Task which has been created in your TaskBoard. ...

Sharing or viewing Shared TaskBoards

This lesson explains how to share a TaskBoard and how to view a TaskBoard which has been shared with you. ...

Adding Custom Task Activities to Taskboards

Custom Task Activities and Taskboards 1. Once you’ve added some custom task activities under Display Settings, you can start pushing these tasks into your Taskboards. 2. Click into a record ...