Possibile to create something like a kanban board in SN displaying Tasks?

[erik15]

Hi everyone, I been having a hard time figuring out a request from a customer of ours. Hopefully someone might have some ideas on how to approach this.

The Task
The task is in 2 parts.
1. The customer wish for a something like a Kanban board on SN to display all Tasks a user has. The task board should have the fields of: To do, Doing and Done. This board should be available for several users, but they are only able to see their own tasks.
2. Just like the above explanation, but this one should show tasks assigned to assignment groups the user is part of.

Possible solution looked at
I've tried to use a Visual Task Board (VTB), however, there isn't a good way for me to filter the vertical field lane. Normally I would use State as the condition, but the problem is that it has to cover all tasks assigned to a user which might span over multiple categories (ea. incident, problem, change, etc.) different tasks has different states which creates a big cluster.

Lastly
The customer also mentioned Agile Board, and if that could be a solution. From my understanding agile board are based on stories and sprints so I'm not able to wrap my head around how this could be used for their request.

All idea are much appreciatedr!

Regards,

Erik

[Community Alums]

Hi erik,

To Practice Kanban , its always the VTB which is used to support the same.

Let me give you an example, but this can be done with any list items:-

1. I want to see all the incident assigned to my group:

Can be done with filter on a VTB:

Click on the user and you see all the work on that board.

2. I should be able to change the priority and state when required as a manager.

State can be changed by moving the Card to a different lane in a guided board:

Priority same way by moving it to different swimlane:

3. I want to see lead time(incident opened to closed) and cycle time (how long incident has been on each state).

Can not be done OOTB

4. Should be able to set work in progress lane card limit.

Mark my answer correct & Helpful, if Applicable.

Thanks,

Sandeep

[erik15]

Thank you for quick reply @Sandeep Dutta, a problem i have is that a user might belong to several groups. This means that the VTB will be displaying not only incidents but potentially several other tasks. Any idea how i could filter it?

[Community Alums · Accepted solution]

Hi erik,

Your ask is correct!! you will have this situation.

Add members interface will allows you to search for each member by display name, if you wanted to restrict members for your visual task board, you could write business rule.

The Task board is backed by the following key tables:

- vtb_board (the record for the board itself)

- vtb_board_member (the relationship between a user and board)

Solution:-

The following steps will show you how to limit the 'Add Members' drop down to only display a chosen subset of users on all Visual task boards.

1. In Filter navigator, type sys_user.FILTER to open the Users table. From here, build a query with the conditions to limit the users you would like to appear in the Add Members drop down. Once your filter is accurate, right click on the filter and select copy query.

Your clipboard should contain something similar to:
     roles=itil^active=true
Keep this around as you'll be copying more things to your clipboard in the next few steps.

2. In your filter navigator, type Business Rules and select Business rules under System Definition.

1. 1. Click New to create a new business rule
   2. Give this business rule a name that will make sense when you come back to it months from now such as 'Restrict VTB Add Members to ITIL users'
   3. On the When to run tab:
   4. 1. Set the When dropdown to Before and Check the Query box
      2. Check the Advanced checkbox in the top right and navigate to the Advanced tab that appears
      3. In the Advanced tab, set the condition box to:
         

         gs.getSession().isInteractive()  && gs.action != ''​

         This tells the Business rule to only run when there is an interactive session and action. In our case this is a user clicking the 'Add Members' dropdown.

      4. Add the following in the Script box:
         This script looks at that Referrer URL that we saw earlier in our Developer tools to contain vtb.do and is also looking that the URL contains 'angular.do?sys_parm=ref_list_data' which is the user selecting the 'Add Members' dropdown.

(function executeRule(current, previous /*null when async*/) {
//If the vtb page calls for a list of user records, restrict the records sent back to <add query contions here>

if ((gs.action.getGlideURI().toString()).indexOf('vtb.do') != -1 || (gs.action.getGlideURI().toString()).indexOf('angular.do?sysparm_type=ref_list_data') != -1) {

            current.addEncodedQuery('<add encoded query here>');

}
})(current, previous);

Before saving, you'll need to update the <> portions of this script, first with comments on what function this script is performing and also to replace the <add encoded query here> with the sys_user encoded query from above.

Return to a visual task board to confirm that only the users in the select query are visible in the drop down.

Notes:

VTB associated tables:

• vtb_board_label
• vtb_board_member
• vtb_card
• vtb_card_history
• vtb_lane
• vtb_task

 If your users cannot see any members to Visual task boards see this knowledge article.

Please mark the Appropriate answers correct & Helpful

Thanks,

Sandeep

[Community Alums]

Hi erik,

Glad to see my answer helped you, Kindly mark the answer as Correct & Helpful both.

Thanks,
Sandeep