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09-02-2025 11:55 PM
populate and arrange the VTB
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09-04-2025 07:05 AM
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.
Muhammad Iftikhar
If my response helped, please mark it as the accepted solution so others can benefit as well.
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09-04-2025 07:05 AM
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.
Muhammad Iftikhar
If my response helped, please mark it as the accepted solution so others can benefit as well.
