Can I add a Visual Task Board to the Service Operations Workspace?

JennieD1
Tera Expert

Hi all! I have a requirement from a client. They would like to be able to view their Incident Kanban on their workspace landing page. So far, I have not found any documentation to support this. Here is the Kanban I would like to add to my workspace: 

JennieD1_0-1713211384521.png

Here is where I would like to add it in my workspace:

JennieD1_1-1713211510543.png

 

I have tried linking it with iFrame, but it just appears empty. 

 

3 REPLIES 3

Gustav Aldenbra
Kilo Sage

Hi @JennieD1 

 

I don't think it's possible to just add existing visual task board to a workspace. There is a UIB component "Kanban" you can use but you have to configure it. I have not tried it myself so no idea how easy it is to configure.

 https://developer.servicenow.com/dev.do#!/reference/next-experience/washingtondc/now-components/now-... 

aawan
Tera Contributor

Were you able to figure out how to do this.. most of our teams want the same thing; one view for everything...

STREETFACTS
Tera Contributor

I had the same question. I found the following:

Can I add a Visual Task Board to the Service Operations Workspace?

Answer I was given and applied. 

Yes, you can add a Visual Task Board to the Service Operations Workspace in ServiceNow.

Here's how to do it:

- Methods to Add a Visual Task Board


<Option 1> Using the Workspace Builder
1. Navigate to **Service Operations Workspace**
2. Click on the **Builder** icon (wrench) to enter edit mode
3. Click **Add Tab** or select an existing tab to modify
4. In the component palette, look for **Visual Task Board** under "Task Management" components
5. Drag and drop the Visual Task Board component onto your workspace layout
6. Configure the board settings:
- Select the table (task, incident, change_request, etc.)
- Define your swimlanes (status, assignment group, priority, etc.)
- Set card display fields
7. Save your workspace configuration


<Option 2>: Via Application Navigator
1. Navigate to **Visual Task Boards** module
2. Create a new board or use an existing one
3. Click the "Open in Workspace" button (if available)
4. This will launch the workspace with your task board


Configuration Tips:

- Board Types: You can create boards based on task tables like Incident, Change, Problem, or custom tables
- Swimlanes: Configure to group by status, priority, assignment group, or other relevant fields
- Filters: Apply filters to show only relevant tasks for specific teams or categories
- Card Layout: Customize which fields appear on each task card

 

Requirements

- You need the -Visual Task Boards- plugin activated (com.glide.visual-task-boards)
- Appropriate roles to modify workspaces (typically admin or workspace_editor)
- Service Operations Workspace must be enabled in your instance


I hope this helps.