Freeform Board – Use Case: Personal To-Do Tracker
Scenario: A team member wants to track personal or ad-hoc tasks not tied to records in ServiceNow.
Example:
- Lanes: To Do, Doing,Done
- Cards:
- “Prepare monthly report”
- “Follow up with client on feedback”
- “Review documentation”
No data link to task tables; tasks are added manually. Useful for self-organization or team brainstorming.
Guided Board – Use Case: Incident Tracking by State
Scenario: An IT support manager wants to visualize all Active Incidents categorized by their current State.
Example:
- Table: Incident
- Lane field: State
- Lanes auto created: New, In Progress, On Hold, Resolved, Closed
Cards automatically move between lanes as the State of the incident changes. Ideal for managing support queues or SLAs.
- Select the Data Driven Board option.
- Specify the table and lane field (e.g., Incident table, State field).
- Click on Next to proceed.
- Apply filters if needed (e.g., Active = true or Assignment Group = XYZ).
Board Limit Reached
This board has exceeded the card limit. Only the most recent 1000 records, based on Last Updated, are displayed. Older cards have been trimmed automatically.
Note: Only the first 1000 records that match the filter will be displayed on the board.
Flexible Board – Use Case: Assigned Incidents per User
Scenario: A team lead wants to track only active Incidents assigned to their team, organized by assignee.
Example:
- Table: Noc Case
- Lane field: None
- Filter: Active = true & Short Description contains Test
Team members can drag cards between custom lanes. Cards are auto removed if they no longer meet filter conditions. Great for team workload balancing.
- Select Data Driven Board.
- Choose the desired table (e.g., Task, Incident, Change).
- For Lane Field, select None.
- Click on Next to proceed.
- Apply filters as needed (e.g., Assigned To = Me, Active = true).
- The board will now show default lane headings: To Do, Doing, Done.
These headings are not tied to any field on the record. They are just visual categories for team understanding and manual card movement.
For More information, Visual Task Boards (VTB) Types – A Complete ServiceNow Guide, refer the below post:
