How to link a task with another task in Visual Task Board?

[Prasad Rao Kall]

If there are two tasks which are relevant to each other then how do we link them in Virtual Task Board?

I could not find the method handy in Visual Task Board

[Mark Roethof]

Hi there,

You can't directly do this with a Visual Task Board. You really need to open one of the records (obviously you could select the record by clicking the link on the VTB Card), and from that view related the records to each other (if there's for example a reference field or a related list).

If my answer helped you in any way, please then mark it as helpful.

Kind regards,
Mark
2020 ServiceNow Community MVP
2020 ServiceNow Developer MVP

---

LinkedIn
Community article list

[Prasad Rao Kall]

I don't see that option. Can you share the snapshot showing the same?

[Mark Roethof]

When having a VTB Card open, you can select the record itself. Depending on the view, you might have a reference field or related list available on that record. 

If my answer helped you in any way, please then mark it as helpful.

Kind regards,
Mark
2020 ServiceNow Community MVP
2020 ServiceNow Developer MVP

---

LinkedIn
Community article list

[Megha Padale]

Hi Prasad,

You can't  create task directly from task board. In VTB there is link to record on each card. To open record click on that link, it will open the record of that particular task.

Here I provided screenshot that will help you to understand:

Click on the link of task and in record form you can link task from related list as shown in below screenshot.

If my answer helped you in anyway, please mark answer as helpful and correct.

Thanks and Regards,

Megha.