How do I modify cards to just show a couple of fields in the visual task board?

jsoriano · ‎11-25-2014

How do I modify cards to just show a couple of fields in the visual task board? Don't need to see full details to save space.

jaloia · ‎12-05-2014

Very helpful! You're looking for board-level, as opposed to instance-wide, configurability.

Your input and feedback will inform how we prioritize our roadmap. Thank you!

Noah3 · ‎06-01-2015

Hello,

We are currently piloting Visual Task Boards - Our pilot users would also like to modify the items displayed on the cards. What is it that determines the 10 to 15 fields shown on the cards?

Thank you,

Noah Collins
TIAA-CREF

jaloia · ‎06-01-2015

Hello Noah,

Here's how to control which fields appear on Visual Task Board cards.

This feature is only of value when the board is not in Compact Task mode.

Open Board Configuration and be sure Compact Task is OFF.

For illustration, suppose you also want to see Created by values on your cards representing Incidents; a sample of which should look like:

To modify the fields shown on the card, click the sys_id link to go to the Classic Form.
Select Configure > Form Layout from the form Menu.

From view and section select View name > VTB. Or, if a view named 'VTB' doesn't exist yet for the task type in question, create one by selecting New.. and naming it 'VTB'.
Select Created by (or any fieled you'd like to add) from Available fields and move it over to Selected using the >. Conversely, use the < to remove any unwanted fields from cards.
Click Save.
Reload the task board by navigating away and coming back, or refreshing the browser.
Created by (or your newly-added fields) should now appear on the cards.

Noah3 · ‎06-02-2015

Hi Jason,

Thank you for the quick reply! I was able to start modifying the layout for this - I've noticed it does not bring in fields that i had to dot walk to (Request Item.Request.Request For) for example... Is that a limitation?

Thanks,

Noah

jaloia · ‎06-09-2015

Hi Noah - Sorry about the slow response (vacation).

You are able to include any field on VTB cards that you would be able to include on a Form of the same task type. The field you call out is included on Request Item forms by default and may already be in the Selected bucket.