PRJ records and VTB's

tpalamore
Tera Contributor

‎10-23-2025 09:35 AM

Can a project record be added to a guided visual task board or vice versa???

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3 REPLIES 3

Dr Atul G- LNG
Tera Patron

‎10-23-2025 09:37 AM

Hi @tpalamore 

 

Go to project list view and then try to add to VTB by right click.

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Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
LinkedIn: https://www.linkedin.com/in/dratulgrover
YouTube: https://www.youtube.com/@LearnNGrowTogetherwithAtulG
Topmate: https://topmate.io/dratulgrover [ Connect for 1-1 Session]

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tpalamore
Tera Contributor
In response to Dr Atul G- LNG

‎10-23-2025 09:40 AM

This option only adds the PRJ record to a freeform board.

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Dr Atul G- LNG
Tera Patron
In response to tpalamore

‎10-23-2025 09:42 AM

Then might be this is only solution, Did you try to create a data driven VTB if possible.

*************************************************************************************************************
Regards
Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
LinkedIn: https://www.linkedin.com/in/dratulgrover
YouTube: https://www.youtube.com/@LearnNGrowTogetherwithAtulG
Topmate: https://topmate.io/dratulgrover [ Connect for 1-1 Session]

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