Welcome to Community Week 2025! Join us to learn, connect, and be recognized as we celebrate the spirit of Community and the power of AI. Get the details  

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. 

 

4 REPLIES 4

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.

TedN
Tera Contributor

Did you get this to work?

Release?

I'm trying to follow the alternatives in Zürich (as admin) but none of the options can be achieved.

Alt 1:

- No 'Builder wrench'

- No 'Visual Task Board' component available

Alt 2:

- 'Open in workspace' button not available

 

Were these instructions for an older release?

Is there a way to include a VTB in a Configurable Workspace?

 

BR Ted