Visual Task Boards

[sonja1]

I am wondering if anyone else has figured out how to have nested project tasks (subtasks) to populate all together on the task board.   I do not see an easy way to have the nested items populate out such that they can be reviewed with the overall task list. (For example:   maybe I have Create Test Plans as the top task, and nested tasks of convert use cases to test cases, review test cases with user, obtain signoff on test cases, etc)

Advice?

[sonja1]

Alex,   thanks for the picture!   I will have to experiment a bit with this configuration to see if it would provide the functionality needed to the team members. One of the things I am always being reminded of is that for a solution to be widely and consistently adopted, it has to simple and fast to set up.

I do agree with you that it would be useful if the titles of the cards could include not only the number, but the task title (short description) as well.

<heading off to experiment>

- Sonja

[amullendarby]

Good luck Sonja, I think you would have to do a dictionary override of the display value on the Project and Project Task table to get the short_description to show up there instead of the number. Dictionary Overrides - ServiceNow Wiki

That would change the display value for those two tables everywhere though.

[mlpeterson03254]

Sonja,

This is what I have done to create a VTB Guided for project tasks that may have several parent levels down to the final child task that is the actual work.

Find your Top Parent (Project Number)

Then go to the Project All tasks.

Set your filter to be

Top project "is" PRJXXXXXXX       and

State "is on of" OPEN/Work in Progress and

Rollup "is" FALSE

Run the query and you should get all of the children task that do not have children task (meaning the child task that is actual work)

Then right mouse click on the header and chose Show Visual Task Board

That should give you a VTB with 6 lanes with Pending, Open, Work in Progress, Closed Complete and Closed Incomplete

When you change a task from Pending to Open it will show up in the VTB and when you close a task it will be removed from the VTB.   (We only show Open and Work in Progress do to the limitation on only 100 task in a VTB in Fuji.

In Geneva they will give us the ability to select lanes to not show.

Hope this helps

Rollup is a field that is used to identify a record with a value of True or False indicating that if True it has a Parent that it needs to roll up time and $ to the top record or Project Parent.   If it is False it is the lowest or last record in the chain of children.

[arun_vydianatha]

In Planned Task table you have a column "Top task". For a project and all its tasks the top task is populated with sys_id of the project.

So if you can create a VTB on table planned_task with condition top_task equals sys_id of your project - you can get a single VTB with all the tasks within a project. The tasks can be at any level in the hierarchy and all of them would appear.

See attached screenshot for the configuration