How to find tasks not added to Visual Task Board

skyq
Kilo Contributor

I'm trying to use VTB to track Tasks that fall under a certain category (report request related tasks) and the status that they are in. So as to not lose track of the rest of my tasks, I'm looking for a way to identify Tasks that are, and those that are not, on a Visual Task Board.

How can I identify what VTBs that a Task is associated with, or if they are associated with any VTB?

7 REPLIES 7

Was looking for the same OOB capability on the task list (Service Desk - My Work - List View) today.


Jason176
Kilo Contributor

I realize this is an older post, but it's the only relevant information I could find when looking to do exactly the same thing. Maybe this will help someone else in future.

This is how I made a report for our environment.

  1. New report based upon the Task table
  2. Active is true
  3. Other criteria to match your desired tasks (status, assigned, etc)
  4. Expand Related List Conditions and note the small blue text directly below
  5. Change the "Greater than or Equal to 1" selected table records to "None"
  6. Select Visual Task Board Card -> Task from the drop down

Your report will contain only task records that meet the top Conditions and have no associated Visual Task Board cards.

JRego
Tera Contributor

Thank you!