How to use tasks lists on CRM boards

How to add a task lists to CRM boards

To add a task list to a CRM board stage

  1. If the side menu is not visible, click .
  2. In the side menu, click CRM, then click CRM Boards.
  3. On the board you want to configure, click Edit board.
  4. Click the stage name.
  5. On the stage edit page in the Actions section, select a task list from the drop-down list.
CRM_stage_-_actions_-_start_task_list.pngAdding a task list to a CRM board stage
       6. Click Save changes.
 
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