VTB: Display and use a different field for filtering in the Quick Panel

[reym]

Hi everyone,

Hope someone can provide some advice.

Need:

Instead of filtering by names assigned to VTB tasks, filter by group/capability the task is assigned to.

Before resorting to using the Group, I thought of using the labels in the Visual Task Board. However, the labels are limited only to five (5) and we have 7 capabilities. Too bad the number cannot be increased.

By default, the VTB will display in the Quick Panel, the colored labels and names of the persons who have tasks posted in the VTB. Clicking the labels and name tags updates the VTB to filter only tasks that meet the criteria.

Our need is to rather than filter by names of the person assigned the tasks, we want to filter based on either a user-defined field, say, Capability, or using the pre-defined field Assignment Group. However, I'm not sure how I can customize the VTB view to show a different field other than the names of the persons assigned the tasks. Would be good if ServiceNow would allow customizing the Quick Panel to show a different field instead of the default person names.

[Alex Edmiston1]

One thing I've done previously is create a dashboard, and then create several interactive filters that impact a certain report on the task table, type = private task. 

In this case, you could create an interactive filter on the user table, or whatever field you wanted so that you could filter down on the private task based on an actual field you're using. 

Here is a screenshot of a report that will show all private tasks (or whatever task you want) on a calendar report based on the due date of that task. You could modify this and create other interactive filters based on the fields you wanted to be able to choose from. 

[sushmitha4]

Hi Reym,

I know this is very late to ask..But we have similar requirement in our project, can you tell us whether you were able to achieve custom filters on VTB.