Auto Populate Task Board

[jimg_]

Any way to automatically populate Visual Task Boards?   I'd like to take any incident, task, problem, demand, etc.   assigned to a certain Group or Individual and have it automatically get added to a VTB.     Thanks.

Jim G.

[Uncle Rob]

I think the concept you're missing is what "Task" means in ServiceNow.   All those tables you mentioned: Incident, Project, Demands... they're all Tasks.   That means something very specific too!

Lets say all your system had was 5 Incidents and 5 Demands.   Go to the Incident Table, see 5 records.   Go to the Demand table, see 5 records.   Go to the Task table, you'd see 10 records.

Why?   Because Task is a "base" table, or a "superclass" of tasks.   It contains all the information common to all kinds of work in the system.   Incident, Demand, Change Task, Problem, Project, Project Task, Demand, Idea, etc, etc... these are all "extensions" or "classes" of Task.   They contain only records of their class of Task and the fields unique to that class.   This is why you can't see Incidents in the Problem table, and why Incidents don't have Problem fields such as "known error".

So what you need to do is get to a list of TASKS.   You can do this by going to the search field at hte top of your navigator bar and typing task.list (don't hit enter, just let it do its thing).   That will show you a list of all tasks everywhere.   From there you apply the filter conditions you like, and then create the VTB.

[jimg_]

You hit the nail on the head.   Thanks.   I had read about this table in the wiki but thought I must be losing my mind since I can't seem to access it in my instance of SNOW.   I tried what you suggested (entering task.list in the navigation search without hitting anything) and I get nothing.   I might be missing a role so I went to my Development instance where I have full privs and get nothing there as well.   I'll talk to my sys admins... Thanks.

[jimg_]

Never mind, figured it out.   Wrong search box... Works like a charm!!

[Uncle Rob · Accepted solution]

Ok... so you go to that search bar and you type in "Task.list" (I'm assuming that Task is a new concept for you, so you might not have any pre-filtered modules aiming at Task).   Once you've got that list with the query that you actually want (in your case "assigned to = me", that's when you Create the VTB.   In the screen above I grouped by Task Type so you can see I've got all kinds of tasks in there.  

Now, this is super important.   The header you right-click determines the type of VTB you'll create.  

• I right-clicked from Short Description, so I'm going to get a "Flexible" VTB.   This means I get to define the Lanes myself.   Flexible VTBs are created whenever you build from a non-validated field.
• If you right click on something like State or Category or any other validated data, you're going to get a Guided VTB, in which the Lanes are rigid.

A Flexible VTB will look like this...

[KimMel Briscoe]

Thanks @Uncle Rob, for this post!  I needed to create a VTB that included incidents (INC) and incident tasks (TASK) on one board.  After changing the 'Edit FIlter & Sort' to change the vertical lanes to Assignment Group, the vertical lanes changed from To Do, Doing, and Done to the Assignment Groups configured in my environment.