How to create task in Visual task Board?

[Bhavana Ramesh1]

Hello,

How to create task in Visual task Board?

Regards,

Bhavna

[Shashi Bhushan]

HI Bhavana,

Below link might help you :

https://it.umn.edu/servicenow-create-visual-task-board

https://old.wiki/index.php/Using_Visual_Task_Boards

Please mark the answer as correct or helpful if solves your problem.

Thanks 

[AbhishekGardade · Accepted solution]

Hello Bhavana,

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

2.With Visual Task Boards, you can view and update multiple task records, which appear as cards that can be moved between lanes. An activity stream on the board displays recent activity so you can easily track changes to tasks.

3.You can add task cards from any table that extends Task to intuitively and easily track updates and edit records directly from the board. Any user can use task boards, regardless of role, though access control rules (ACLs) may limit which cards each user can see.

4.The Visual Task Board interface provides a graphic-rich environment suited for managing and collaborating on records. For example, a support manager might create a board for her team to track their assigned incidents by state in real time.

5.Visual Task Boards turn any list into a kanban‑like task board, offering an intuitive, graphical alternative for working with any ServiceNow application. The task board displays records as Cards in a drag‑and‑drop interface, allowing you to rapidly change state or re‑categorize work.

6.There are two types of Visual Task Boards:

• Freeform Boards display any kind of task record, including personal tasks. Members of freeform boards can add and remove task Cards and Lanes.
• Guided (or Data Driven) Boards display tasks that match the configured Filter against a particular table. Members of guided boards can add task Cards, which are removed automatically when the tasks no longer match the filter conditions. Guided board Lanes correspond to field values and cannot be edited in most cases.

For more details, you can refer below links:

https://docs.servicenow.com/bundle/madrid-servicenow-platform/page/use/visual-task-boards/concept/c_...

https://hi.service-now.com/kb_view.do?sysparm_article=KB0719148

https://it.umn.edu/servicenow-create-visual-task-board

Please mark as Correct Answer/Helpful, if applicable.
Thanks!
Abhishek Gardade

[JM22]

Hi, I am able to create a task, but when I used the @username in the Notes field, it finds the user but won't allow me to click on it and thus use it.  I'm assigned to the task. 

Any ideas?