Visual Task Boards

Accessibility improvements in Visual Task Boards include skip links and the ability to view card details.

You can add an attachment to a record within a Visual Task Board.

You can add personal task cards directly to lanes on a freeform board. You can also add other kinds of task cards to a freeform board from a list or form.

Checklists help you track the progress of tasks on your Visual Task Board.

Visual Task Boards (VTB) transform the navigation of lists and forms into an interactive graphical experience.

You can create, view, and edit freeform, flexible, and guided Visual Task Boards, and add users to these boards as members.

SLA (service-level agreement) indicators alert board members if any cards on the board have breached SLAs.

Configure the fields that appear on a card in a task board.

You can set a limit to the number of cards added to a lane on a Visual Task Board. If the limit is not set, any number of cards can be added to a lane by default.

Swimlanes enable you to create an environment with horizontal lanes in addition to vertical lanes. Swimlanes use only compact cards in Visual Task Board.

You can customize the information in a Visual Task Board, as well as the way this information is displayed.

A template saves time by creating checklist items automatically. You can add, edit, or remove checklist items without impacting the template.

You can add a task to a flexible or guided task board.

Domain separation is supported in the Visual Task Boards application. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.

Visual Task Boards provide a visual representation of the work that needs to be done, allowing team members to easily collaborate, track and prioritize tasks. You can use Visual Task Boards in a variety of contexts, including project management, personal or team task management, and employee onboarding.

Add Visual Task Boards you access frequently to the application navigator using the favorite option.

The system supports Visual Task Boards on most modern browsers.

Several types of components are installed with Visual Task Boards.

Visual Task Board task cards can represent a personal task or a record on a table. You can add task cards, edit task card details, add labels to cards, and access the underlying task record the card represents, depending on the board type.

You can sort Visual Task Boards using criteria that you create with a Sort-Filter option, grouping items by properties to help organize your cards.

You can open the form view of any task card. Viewing a task record on a form allows you to see all fields for that record, including fields that are not visible in the card details.

Visual Task Boards are active by default on new instances. For upgraded instances, you can activate the Visual Task Boards plugin [com.glide.ui.vtb] if you have the admin role.

You can add cards directly to a freeform board lane. These cards are called personal tasks and represent records on the Private Task [vtb_task] table.

Cards in a flexible or guided board represent records on whichever table the board is associated with.

You can add a task card to a freeform board from any table that extends Task. These cards represent records on whichever table you add them from.

You can add a task card to a freeform board from any table that extends Task. These cards represent records on whichever table you add them from.

Any board member can change the names and add new lanes to accommodate the task workflow you want to track. When you create a freeform or flexible task board, it includes the default lanes To Do, Doing, and Done.

You can add and remove task board members using the members tab of the activity stream. You can also promote assignees to board members.

Archiving a card is a non-destructive way to remove a card from a freeform Visual Task Board. You can archive cards you are no longer working on to reduce visual clutter.

Assignees represent ownership of task cards and the associated records. Each task card can have one primary assignee and multiple additional assignees.

Freeform and data driven boards can display up to 1,000 cards by default. You can change the default card limit by adding a system property.

Labels help categorize tasks and visually distinguish them on the task board. You can disable or rename labels using the labels tab of the activity stream.

By default, the visual task board inherits the look-and-feel from the user's Theme preference. You can, however, configure several options in the Visual Task Boards to customize the look-and-feel of the board.

Create a Connect Chat conversation from a Visual Task Board to collaborate with board members and keep track of activity as it happens.

You can create a flexible or guided data-driven Visual Task Board (VTB) for any table that extends Task, such as Incident or Change.

You can create freeform Visual Task Boards (VTBs) for tracking any kind of task or project.

You can create a unique checklist for each Visual Task Board card or create a task from a checklist item.

You can remove a checklist from a Visual Task Board card.

You can delete any task board that you own.

Edit the details of the card if you need to assign tasks, add comments, change the due date, or change other features of the card.

Labels help categorize tasks and visually distinguish them on the task board.

For flexible and guided Visual Task Boards, you can edit the board query or lane field. This ability enables you to change the board contents while preserving the member list, board configuration settings, and, if applicable, Connect Chat conversation history.

You can move a card from one freeform board to another.

You can move a card from one lane to another on a Visual Task Board.

You can share a Visual Task Board in a Connect Chat or Connect Support conversation.

A system property controls which types of tasks you can create from a Visual Task Board checklist item.

You can display the key information about any Visual Task Board.

The task board tools area in a Visual Task Board contains several tabs, each represented by an icon.

You can view a Visual Task Board in the list view using the board information option.

With accessibility mode enabled, tab through cards in a task board. Use the card details button to view task card details.

View details about Visual Task Boards, view them as a list, and share them with others.

The following sections describe the installed components and properties for Visual Task Boards, along with domain separation and supported browser information.

Visual Task Boards contain cards that represent a task. These cards are arranged in lanes based on the criteria you choose to sort them.

You can create guided Visual Task Boards, which are driven by data in your ServiceNow instance. You can also create freeform boards that display a variety of information, or flexible boards, which combine both types.

Create, view, and edit freeform, flexible, and guided Visual Task Boards, and add users to these boards as members.