Unable to navigate Form Context Menu in Task Board

[ManishaaS]

Hi,

I am currently going through my onboarding and unable to find " Form Context Menu" to Add to Visual Task Board.

Appreciate any kind of help.

Thank you

Manisha

[Deepak Shaerma · Accepted solution]

Hi @ManishaaS 

You generally need the standard ITIL access to create boards. If you are strictly an "End User" (no roles), you might not see this option on incident/request forms.

Happy to help! ‌‌
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Warm Regards,
Deepak Sharma
Community Rising Star 2025

[Dr Atul G- LNG]

Hi @ManishaaS 

What role do you have in the instance? If you are logged in as an end user, VTB cannot be used. You need at least the VTB role or the ITIL role to access it. Please share a screenshot for clarification.

[Ankur Bawiskar]

@ManishaaS 

where are you expecting that to see? share screenshots

[ChrisT482780943]

I also am having this problem as well (I think). I am taking the Welcome to Service Now Course in Service Now University. I assume Manishaa is as well.  I am logged in as the system administrator (and the platform user has the same problem). I am unable to add a form to a Visual Task Board. I believe we are supposed to click on the favorite created in the previous lesson task, then click "Add to Visual Task Board" within the Form Context Menu. I do see the Form Context Menu that has options such as "Configure > Form Builder"