Not able to see Add to Visual Task Board option

ss_ramas
Kilo Contributor

I am doing servicenow training. One of the exercises is to add records from a list to a previously created freeform VTB using the Actions on selected rows drop down list. But the Add to Visual Task Board option is not available there as well as if I right click on any of the records and in the menu that appears as well.

 

I am impersonating Platform User as per the instructions as the instance is automatically logged in as System Administrator.

3 REPLIES 3

Cyril Wisniewsk
Tera Contributor

I'm having the same issues. I believe I'm doing everything correctly but am unable to do this part. I just find that this training is poorly setup and unintuitive.

sravyavemuri96
Tera Contributor

when you are loading the records into the VTB select the freeform then you can pass those records to VTB

bradof
Giga Contributor

 I  agree with Cyril.