Allow Access for Visual Task Board

rajat_chhabra
Tera Contributor

Hi All, We have a request to allow a Project Manager access to Visual Task Board in ServiceNow and to be able to leverage all functionalities of VTB e.g. adding, new card, lane, assigned to, update work notes.

We are on Yokohama version, while checking "Visual Task Board" under Application Menus it is showing Active as "false" visibility is configured for "admin" role.

But our "itil" fullfiller are able to see Visual Task Board and use full functionalities.

I am unable to figure out how it is configured actually, and what is the best way/approach to setup access to Virtual Task Board to a Project Manager? I do not want assign "itil" role to allow access for now.

1 ACCEPTED SOLUTION

Hi @rajat_chhabra 

 

So issue resolved? if yes, please close the thread.

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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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View solution in original post

3 REPLIES 3

Dr Atul G- LNG
Tera Patron

Hi @rajat_chhabra 

 

https://www.servicenow.com/community/new-england-snug/visual-task-boards-permissions/m-p/214993/page...

 

https://noderegister.service-now.com/kb?id=kb_article_view&sysparm_article=KB0793547

 

https://www.servicenow.com/community/spm-forum/visual-task-board-permissions/m-p/1021563

 

You need to share the board with PM and add as member.

 

*************************************************************************************************************
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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rajat_chhabra
Tera Contributor

Thanks Atul for the response. Appreciate it. It took a while for me to realize - it there already for Caller without any additional role assignment. They just need to be added to required VTB.

Hi @rajat_chhabra 

 

So issue resolved? if yes, please close the thread.

*************************************************************************************************************
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]

****************************************************************************************************************