How do I duplicate or create a Template for a Visual Task Board?

MM16
Giga Contributor

I would like to reuse information like lanes, labels and users I added to a certain visual task board. How can I duplicate one to then clean up for the next project? Is there a way to create a template from one and then apply to the next, or is there something similar to "Insert and Stay"?

3 REPLIES 3

rohantyagi
ServiceNow Employee
ServiceNow Employee

No you cant copy a VTB. However you can create a report template of the type "list" and apply filters to include the records you want to see. Then just right click on one of the columns and "Show visual task board". The next time you want to create a new task board with the same template but a few modifications, just add or edit those filters and right click again to show visual task board, it will create another task board for you.



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Ajit Kashid
Kilo Explorer

I want to create Duplicate cards at freedom board.

can u help me to create it

 

bammar
Kilo Sage
Kilo Sage

I would try this in Subprod- go to Boards in the left menu as admin - go to the one you want to Clone- then Change something in the title- right click- insert and stay - Check it out and see if it is a clone in every way- then make the changes like assign a new owner or whatver- this MIGHT work