Add different task types to single VTB

[Mariia2]

Hello Experts!

We are interested if it is possible to ensure different type of tasks on a single VTB. For example if it is possible to combine Incidents, Requests, Project Tasks on the same board for further team collaboration. As an example in general we use approach for VTBs for our activities as follows:

- table: Incidents

- lanes: State

- filter: Assignment group is <Name>

We'd like to have something like that:

- table: Incidents, Project Tasks, Requested Items;

- lane: State

- filter: Assignment group is

Please advise if it is possible?

Thank you.

[Paul Curwen · Accepted solution]

Hi,

VTB Guided Boards are restricted to a single Table and you want multiple Task types. The Incident, Requests, and Project Task tables are all extended from the Task table so you can just base the VTB off the TASK table. Just type task.list in your filter navigator, set your filter and generate the VTB from the list there. 

Hope that helps.  

[Andy54]

Hi Paul, is it then possible to set up default fields for all users to show up? The filter to show fields is personalized, however we would like to hide fields on default (like you can with lists).

Another question, is it in this case possible to unify the fields (so e.g. one state lane would be same for both tables, if this field is inherited from Task table and the state choices are the same?), while still using the functionalities of data driven board? Or this fields are simply unique on both tables and it is not possible to unify all records from different table under same states? Thanks!