Visual Task Boards as Published Report?

[adamrauh]

Any way to show a team's Visual Task Board as some kind of report to member who do not have ITIL roles or are themselves members of the VTB?

[kellykaufmann]

The report is the easy part - just use the table = Visual Task Board Card. Here you can just show all boards & tasks within the boards. Or you can filter for a specific board & have it show you all the tasks within that specific board. Or you can filter for a specific task number and have it show you all the VTB's that that task is on.

As for visibility... OOTB people can't see eachother's PTASKS or VTB's. I don't think you're going to want to go down the direction of having everyone's VTB's or PTASKS visible to everyone else.

Sharing: I don't think you can 'share' any reports that are of TASKS to non-ITIL users...or maybe it's to outside users (may want to test). You can 'share' rollups etc. So this is where you're going to get stuck with the 'sharing' feature.

Your only solution I think is for the VTB owner to set up a report on that VTB & to set up a 'schedule' to email the report to a set of users. See details here Scheduling and Publishing Reports - ServiceNow Wiki.

I went down the report direction since you used that word...but not sure if that was what you were really asking for. I know many of us want the ability to add people as read-only to a VTB but that doesn't exist yet and doesn't help with the non-ITIL user part.

Hope this helps a bit!

- Kelly

[adamrauh]

This is helpful, but I'm not sure the reports will provide the interactive and visual nature we're looking for.

Is it possible to add members to a board, but only w/ read access?  

Also, does visibility of the board (read or otherwise as a member, per the above Q), require and ITIL role (or is there another role we can use?)

[kellykaufmann]

Yeah reports is just a way to get the data out - I jumped on the 'report' bandwagon since you used the word 'report'

Currently you can't have a read-only member to a VTB. I believe you can add any user to a VTB.

Not sure if this helps you, but I hear rumor that the shareability of VTB's is being enhanced in the Geneva release.

[tiffwilhite]

Thanks!   I am creating VTB curriculum for our Power User Group and someone asked about reporting.

Cheers,

Tiffanie