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Tuesday
populate and arrange the VTB
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yesterday
Hi @Ritu_Chaudhary,
Try these steps to get your Visual Task Board (VTB) set up and organized:
1. Create your board
- Go to Self-Service > Visual Task Boards.
- Create a Freeform Board and save it as “Incidents by State”.
- Add two lanes: On Hold and In Progress.
2. Go to My Incidents
- From your favorites, open My Incidents so you see all the incidents assigned to you.
3. Pick the On Hold incidents
- Check the incidents in “On Hold” State.
- From the list header, choose Actions on selected rows → Add to Visual Task Board.
- Add them to the VTB you’re working in (or create a new one).
4. Move them into the On Hold Lane
- Open your VTB.
- Drag those 2 cards into the On Hold lane.
5. Go back to My Incidents and Filter out the On Hold ones
- Open your list view again.
- Apply a filter like State is not On Hold so you only see the other incidents.
6. Add the rest into In Progress
- Use Select All to grab everything in the filtered list.
- Choose Actions on selected rows → Add to Visual Task Board again.
- In your VTB, move those cards into the In Progress Lane.
As a tip, you may also want to explore using a Data-Driven Board, it can automatically organize incidents by fields such as State, Assignment Group, or Priority, which makes managing your work much faster and easier than manually arranging cards.
Thanks & Regards,
Muhammad Iftikhar
If my response helped, please mark it as the accepted solution so others can benefit as well.
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yesterday
Hi @Ritu_Chaudhary,
Try these steps to get your Visual Task Board (VTB) set up and organized:
1. Create your board
- Go to Self-Service > Visual Task Boards.
- Create a Freeform Board and save it as “Incidents by State”.
- Add two lanes: On Hold and In Progress.
2. Go to My Incidents
- From your favorites, open My Incidents so you see all the incidents assigned to you.
3. Pick the On Hold incidents
- Check the incidents in “On Hold” State.
- From the list header, choose Actions on selected rows → Add to Visual Task Board.
- Add them to the VTB you’re working in (or create a new one).
4. Move them into the On Hold Lane
- Open your VTB.
- Drag those 2 cards into the On Hold lane.
5. Go back to My Incidents and Filter out the On Hold ones
- Open your list view again.
- Apply a filter like State is not On Hold so you only see the other incidents.
6. Add the rest into In Progress
- Use Select All to grab everything in the filtered list.
- Choose Actions on selected rows → Add to Visual Task Board again.
- In your VTB, move those cards into the In Progress Lane.
As a tip, you may also want to explore using a Data-Driven Board, it can automatically organize incidents by fields such as State, Assignment Group, or Priority, which makes managing your work much faster and easier than manually arranging cards.
Thanks & Regards,
Muhammad Iftikhar
If my response helped, please mark it as the accepted solution so others can benefit as well.