question Configure cards in visual task board in SPM forum

Configure cards in visual task board

john_lagurdia — Fri, 05 Aug 2016 13:09:12 GMT

Is there a way to configure the my visual task boards view so that VTB cards display different information? Right now I have many VTBs from projects I am running, but I cannot distinguish which cards associate with which projects. I would like to add the project name and number to each of the cards. Currently, I have to go into each project to view the appropriate information and it would be great if those VTBs could be reached directly from this view. Thank you!

Re: Configure cards in visual task board

Chuck Tomasi — Fri, 05 Aug 2016 13:22:15 GMT

Hi John,

Create a form view called "vtb" using the standard form designer and arrange it with the information you would like on the card.

View Management - ServiceNow Wiki

Re: Configure cards in visual task board

Uncle Rob — Fri, 05 Aug 2016 13:24:24 GMT

That screenshot is showing boards, which you can rename. As for the cards visualized on lanes, I'm not sure if you can configure what they display (not a lot of real estate anyway!). I believe you can configure the card pop up by establishing a view on your form called VTB, that the popped up card will get its instructions from.

EDIT: Dang, I got Tomasied again.

Re: Configure cards in visual task board

Steve Fox1 — Wed, 12 Oct 2016 12:07:58 GMT

Robert,

I tried this suggestion (and others) but I have not been successful. I've created a new view (VTB) and have all the right fields in the new view but my actual card in the lanes is still not displaying the proper information. It seems to have a default view (information) and I cannot get it to change.

I want to show due date, state & the last comment (work note)

Any suggestions ?

Thanks,

Steve

Re: Configure cards in visual task board

Uncle Rob — Wed, 12 Oct 2016 13:27:23 GMT

So I think the "cards on lanes" are generally untouchable.

Though personally I think having work notes and description would make the cards too cramped, I *DO* wish the lanes could be sorted in a configurable way.
I had the world's most awesome use case for VTB fall on its face because cards sunk to the *BOTTOM* when the record was updated.

Re: Configure cards in visual task board

Chris150 — Wed, 22 Nov 2017 13:51:05 GMT

I think the question that needs to be answered is, are the cards that show up in the swim lanes configurable? Not what pops up when you click on them.

Re: Configure cards in visual task board

Chuck Tomasi — Wed, 22 Nov 2017 13:53:47 GMT

The cards themselves are configurable, but it's by table, not by board or swim lane.

Re: Configure cards in visual task board

Chris150 — Wed, 22 Nov 2017 13:56:20 GMT

Thanks Chuck. Can you tell us where we do that?

Re: Configure cards in visual task board

Chuck Tomasi — Wed, 22 Nov 2017 14:09:14 GMT

Hi Chris,

Give this a try...

Configure the task board card view

Re: Configure cards in visual task board

Chris150 — Wed, 22 Nov 2017 14:41:42 GMT

I've tried that several times….

But I still only see this....

Re: Configure cards in visual task board

tahasyed — Tue, 19 Dec 2017 07:45:42 GMT

HI Chris,

Remove all the selected fields and enter the fields which you required...

When I tried this by default there are three fields displaying on the cards
1. Assignment Group
2. Update by
3. Assigned To

Additionally to this the fields which I have added is shown now.

Give it a try!

Re: Configure cards in visual task board

Daniel Oderbolz — Tue, 16 Jan 2018 09:56:47 GMT

Well, this is automatic.

If there is data in the field in question (for example "due Date"), the card will show it.

If there is no data, the field is not shown.

This helps to save valuable screen real estate.

Best

Daniel

Re: Configure cards in visual task board

brantgluth — Thu, 12 Jul 2018 16:55:27 GMT

So, I'm able to get the fields to show (as long as they're populated). Ideally, I would like to have the "new" field from the VTB view show up as an editable field in the task board w/o having to go to the source record to change it.

Summary of what I'm seeing/doing/trying

- added "story points" w/a Fibonacci choice list for sprints to my incident table (we're only doing incidents)

- changing the value on the VTB view of an incident, everything works proper, displays nicely in non-"compact" view

- clicking on a task car provides a differnt view, to which I would like to add my "Story points" choice list. Is there another view I'm missing?