CRM boards and task lists

Adding a task list to a CRM board.

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.

   

6. Click Save changes.