Why does the state of a PTSK task from a free form board never change?

[Andrea Elms]

Hello,

I am wondering why the PTSK tasks from a free form board does not change from open to any other state even if the card is archived.

There is also no option on the task to close it from the card view. If the same task is opened from the list view the state can be changed to Closed complete (And others).

I can add the state field to the form but am wondering if there is a nicer/easier way to change the state from the card view.

Main reason behind this question is to improve the user friendliness and avoid having all these open tasks there for ever.

Could not find any information regarding this in the Docs either only how to create the tasks.

Am I missing out on something? 

Thank you and Kind Regards,

Andrea

[Mark Roethof]

Hi there,

Well the Free form board contains free formatted lanes, so not state or something specific. So no update on the PTSK record state will be done. Just updates on the VTB Card record. So this is also not specific to PTSK records.

If you would use a guided board based on state, it would work, also for PTSK records.

If my answer helped you in any way, please then mark it as helpful.

Kind regards,
Mark
2020 ServiceNow Community MVP
2020 ServiceNow Developer MVP

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[Andrea Elms]

Hi Mark,

Thank you for your fast response.

Using the guided board is only partly an option for our users, as they like to have their own titles for the lanes.

Hardly anybody would go to the list view to change the state of the tasks and they stay open.

Kind Regards,

Andrea

[Alfrin Vallejo]

Hi Andrea,

I found a workaround for you. Yes, you are correct. Because it's a Freeform VTB and not a Guided VTB the States of your PTSK's will not change. The way to change this is by doing either one of the two below:

1. Change the view from VTB view to Default View - Open the PTSK in the VTB, go to the hamburger menu and under View --> Change it from VTB to Default. You will then be able to see the PTSK and change the state to Completed. 
2. On the VTB go to the upper right and select the information " i " icon click on 'view list' then from there go to the desired column (in this case State) and use the multiple field select function (hold 'shift' key + click on one field and move the cursor down the page to select multiple field and bulk complete them). 

Hope this helps. This is my 1st time contributing, long time listener 😃

[MattSN]

For anyone that comes across this, there is a business rule strategy here to change the state of the Private Task (vtb_task) to Closed Complete when the associated card is moved into the Done lane.

https://community.servicenow.com/community?id=community_question&sys_id=2971db2ddbdcdbc01dcaf3231f96198e

This seems like an obvious miss by ServiceNow corp, because it fills the users "my work" list view with old PTSK entries until they close them.