Add a task to a flexible or guided Visual Task Board

task brazil Updated Sep 10, 2026 1 min read t_AddATaskToAFlexibleOrGuidedBoard.md
Raw file servicenow.com

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 ([Omitted image "IconMoreOptions.png"] Alt text: Lane menu icon) and select Add Task.

    Alternatively, click Add Task 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.

Parent Topic:Creating Visual Task Boards

Related topics

Freeform Visual Task Boards

Data driven Visual Task Boards

Add or modify Visual Task Board lanes

Add or remove a Visual Task Board member

Delete a Visual Task Board

Search documentation
Search document titles and file paths on the brazil branch