Unable to navigate Form Context Menu in Task Board

ManishaaS · 3 hours ago

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 · 2 hours ago

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

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Deepak Shaerma · 2 hours ago

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! ‌‌
To help others in the community find this solution, kindly mark this response as the Correct Answer ‌‌ and Helpful‌‌.
Warm Regards,
Deepak Sharma
Community Rising Star 2025

Dr Atul G- LNG · an hour ago

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.

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Ankur Bawiskar · an hour ago

@ManishaaS

where are you expecting that to see? share screenshots

Regards,
Ankur
✨ Certified Technical Architect || ✨ 9x ServiceNow MVP || ✨ ServiceNow Community Leader