How to add a task lists to CRM boards
To add a task list to a CRM board stage
- If the side menu is not visible, click .
- In the side menu, click CRM, then click CRM Boards.
- On the board you want to configure, click Edit board.
- Click the stage name.
- On the stage edit page in the Actions section, select a task list from the drop-down list.
Adding a task list to a CRM board stage
6. Click Save changes.